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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (94519)	2/22/2000 1:35:00 AM
From: tejek	Respond to of 1574019

With the number of web hosts proliferating at a cockroachian rate...it makes you wonder how much actual business there is in this sector. ____________________________________________________________ Dell Computer to Create, Manage Web Sites for Small Businesses Round Rock, Texas, Feb. 22 (Bloomberg) -- Dell Computer Corp. is offering customers a new service to set up, host and manage Web sites as the No. 1 direct seller of personal computers looks to grab more recurring profits from services. Dell will help small businesses set up a Web site on a Dell- owned server starting for as little as $17.95 a month. For customers that want to sell products on the Web, hosting packages start at $299 a month and go up to $1,448 a month. As profits on PCs narrow and sales growth slows, Round Rock, Texas-based Dell and others are looking to nab a piece of what analysts expect will be a $16 billion annual business by 2003. Dell's sales growth, which was higher than 50 percent for several quarters, has slowed in the past 12 months because of parts shortages, delays in purchasing by corporate customers and falling prices for PCs. ``Dell doesn't get into anything where we don't think we can be successful,' said Tim Mattox, vice president and general manager of the Dell Hosting Group. ``We're being asked by a lot of customers to do this.' No. 1 computer chipmaker Intel Corp. opened its first data center last year. Exodus Communications Inc. hosts Web sites for hundreds of companies. Dell, the No. 1 provider of servers to small businesses, hopes to use its direct relationship with small- business customers to win accounts. Dell will have servers running Linux and Microsoft Corp.'s Windows 2000 and Windows NT operating-system software. Customers can choose to run their site from a server shared with other companies, or from a dedicated server. Dell's focus on small business separates it from Intel and Exodus, host sites for larger customers. Only 26 percent of small businesses have Web sites, Mattox said, and only 15 percent of those businesses use the Web to sell products. Feb/22/2000 1:23 For more stories from Bloomberg News, click here. (C) Copyright 2000 Bloomberg L.P. Any redistribution of Bloomberg content, including by framing or similar means, is expressly prohibited without the prior written consent of Bloomberg L.P. Any reference to the material must be properly attributed to Bloomberg News. The information herein was obtained from sources which Bloomberg L.P. and its suppliers believe reliable, but they do not guarantee its accuracy. Neither the information, nor any opinion expressed, constitutes a solicitation of the purchase or sale of any securities or commodities.(C) Copyright 2000 Bloomberg L.P. BLOOMBERG, Bloomberg News, Bloomberg Financial Markets, Bloomberg Television, Bloomberg News Radio are trademarks, tradenames and service marks of Bloomberg L.P.

To: tejek who wrote (94519)	2/22/2000 7:59:00 AM
From: niceguy767	Read Replies (3) \| Respond to of 1574019

Ted: Re: "2000......$1.85 up from $1.81 last week. 2001......$2.88 up from $2.88 last week. Q1,2000...$ .33 up from $ .32 last week." Comment: AMD may ship 2 million Athys in Q1 now that GTW and HP are entrenched Athy supporters. At the same time Athy ASP is unlikely to fall by much owing to the ease of production and introduction to the retail channel of higher MHz processors while at the same time discontinuance of low-end Athys...The net result of the transition to higher MHz Athys is an increasing Athy marketshare and a stable ASP...If the preceding statement is true (imho, it is) and flash contributes at the same rate as in Q4, AMD eps in Q1 will be double or even triple the current estimate of $0.33...Y2000 eps should easily surpass the whole year estimate of $1.85 by the end of Q2, with whole year Y2000 eps at $4.00 minimum, assuming flash contribution to earnings remains stable at current rates throughout the year!