Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (156799)	5/5/2000 5:49:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

rudedog. well, then you've got it figured. you're possibly mixing the large corporate PC accounts with the SOHO accounts. SOHO accounts continue to grow at plus 50% in the Asia and Americas. the large corporate PC accounts are dragging down the overall business PC sales picture average wise. and when you add-in the enterprise sector, growth rates at 15% in the America's, 23% in Asia and 9% in Europe emerge (not for Dell particularly, but the PC industry as a whole). making a distinction between Dell's "consumer division" and Dell's SOHO division is also difficult. The point at which a SOHO sale becomes a "consumer sale" is fuzzy as many SOHOs purchase PCs through their business for the owners and employees' personal home use. they generally get a better price through the business. Dell's SOHO division continues to experience 50%+ growth YOY. Go figure. so, saying Dell has few or "no" (as you say) consumer sales in relationship to its booming SOHO business is like trying to quantify a bear fart in a high wind. frankly i believe that Dell's model is also better suited than Sun's relative to server sales. once ALL of Dell's products are market ready to compete in Sun's same space, the latter half of the year should yield positive results. from Dell's last earnings report: Sales to Americas home and small-business customers were up 64 percent. Combined regional sales to small and medium-sized companies, where Dell is the market leader, jumped 65 percent in the quarter. Like larger corporations, those companies are choosing Dell for servers and storage products as they build what Mr. Dell called "the backbones" of their online businesses.