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To: kemble s. matter who wrote (158597)7/17/2000 5:36:39 PM
From: kaka  Read Replies (1) | Respond to of 176387
 
Kemble,
RE: To me, this is real simple. We took the desktop. We've now taken back the portable business. We took workstations. Now the big opportunity is servers and storage. That's it. If we just do what we gotta do, we'll get to $70 billion." (by the end of 2003 ).

Any re-evaluation? Looks like the storage push/convergenet is going to be a bust, according to Ashok Kumar. Of course, this might be a positive if the initiative was going to cost more money than its worth, compared to becoming a re-seller.

Kaka



To: kemble s. matter who wrote (158597)7/19/2000 12:08:06 PM
From: calgal  Read Replies (3) | Respond to of 176387
 
Media Metrix Reports Gateway and Compaq Lead U.S. Home PC

"Also of note, Dell and Hewlett-Packard have the highest growth rates in ownership from 1997 to 2000 at 551 percent and 430 percent, respectively."

Business Editors
NEW YORK--(BUSINESS WIRE)--July 18, 2000--
H-P and Dell in Hot Pursuit
For the first time, Gateway and Compaq have taken the lead from Packard Bell as the most owned brand of Windows PCs at home in the United States, each with 10.3 percent share of U.S. home Windows PC users compared to Packard Bell's 9.2 percent of share, reports Media Metrix (NASDAQ: MMXI), the pioneer and leader in Internet and Digital Media measurement worldwide.
Also of note, Dell and Hewlett-Packard have the highest growth rates in ownership from 1997 to 2000 at 551 percent and 430 percent, respectively.
In a separate survey, Media Metrix research shows a decline in at-home Macintosh ownership from a high of 4.9 million households in January 1996 down to 3.8 million households in January 2000 for an average annual decrease of around 5 percent. Household penetration of PCs overall has grown from 35.4 million households in 1996 to 55.5 million households in 2000.
"The sales efforts of Compaq and Dell over the last two years to expand beyond the business PC market into the home market have paid off, especially for Dell," said Bruce Ryon, senior vice president of Media Metrix' New Media Group. "Macintosh softness in at-home penetration indicates that the number of households leaving the Macintosh fold is outpacing the sales success of the iMac, both in replacing older Macintosh households and in gaining new households."
HARDSCAN REPORT
MEDIA METRIX, INC.
US Home PCs using Windows
Q1 1997 to Q1 2000
Number of PCs by OEM (000s) -0-
Windows PC Brands (000s) 1997 Q1 1998 Q1 1999 Q1 2000 Q1 '97-'00
Growth

All PCs(a) 28,019 35,285 39,679 52,486 87%

Gateway 1,806 2,129 3,368 5,425 200%
Compaq 1,500 1,944 3,515 5,390 259%
Packard Bell 6,222 5,986 5,236 4,841 -22%
Hewlett Packard 722 1,018 1,757 3,825 430%
Dell 528 740 1,208 3,435 551%
IBM 2,611 2,468 2,490 3,208 23%
AST 472 1,296 1,757 2,278 382%
Acer 889 1,265 1,721 2,250 153%
Micron (b) 494 549 842 127%
Emachines (b) (b) (b) 825 100%
All Others 12,306 13,082 14,389 20,166 64%
(a) Total number of Windows PCs in households. There are multiple
Windows PCs per household
(b) Part of the All Others grouping
HARDSCAN REPORT
MEDIA METRIX, INC.
US Home PCs using Windows
Q1 1997 to Q1 2000
Share of PCs by OEM (%)
Share of Total Windows PCs 1997 Q1 1998 Q1 1999 Q1 2000 Q1

All PCs 28,019 35,285 39,679 52,486

Gateway 6.4% 6.0% 8.5% 10.3%
Compaq 5.4% 5.5% 8.9% 10.3%
Packard Bell 22.2% 17.0% 13.2% 9.2%
Hewlett Packard 2.6% 2.9% 4.4% 7.3%
Dell 1.9% 2.1% 3.0% 6.5%
IBM 9.3% 7.0% 6.3% 6.1%
AST 1.7% 3.7% 4.4% 4.3%
Acer 3.2% 3.6% 4.3% 4.3%
Micron (b) 1.4% 1.4% 1.6%
Emachines (b) (b) (b) 1.6%
All Others 43.9% 37.1% 36.3% 38.4%
(b) Part of the All Others grouping
NATIONAL SURVEY OF HARDWARE OWNERSHIP
MEDIA METRIX, INC.
US PC Households
Q1 1996 to Q1 2000
Number of Households (000s)
Households (000s) 1996 Q1 1997 Q1 1998 Q1 1999 Q1 2000 Q1

Total Households with PCs 35,388 39,558 43,667 49,999 55,487

IBM Compatible Windows 20,906 27,778 30,854 36,614 41,628
IBM Compatible Non-Windows 6,962 6,711 7,503 7,339 7,207
Apple Macintoshes 4,947 4,547 4,054 4,096 3,837
Other PCs 2,525 1,949 2,312 3,009 3,396
About Media Metrix
Media Metrix, Inc., with over 800 clients, is the leader and pioneer in Internet and Digital Media measurement and the industry's source for the most comprehensive, reliable, and timely audience ratings, e-commerce, advertising and technology measurement services. Media Metrix' AdRelevance division, through its superior ad tracking technology, provides clients the most comprehensive data on where, when, how and how much Web marketers and their competition are advertising online.
Media Metrix has worldwide majority-owned operations through partnerships with media and market research leaders around the world. Media Metrix' European affiliate, known as MMXI Europe, operates in France, Germany, Sweden and the United Kingdom. Media Metrix also operates in Australia, Canada, Japan, Latin America and the United States. The Company provides advertising agencies, media companies, e-commerce marketers, financial services and technology companies with the most comprehensive coverage of all digital media (including more than 21,000 Web sites and online properties). Media Metrix utilizes its patented, superior operating-system metering methodology to track Internet and Digital Media audience usage behavior in real-time - click-by-click, page-by-page, minute-by-minute. Media Metrix has a sample of more than 100,000 people under measurement worldwide, yielding monthly, weekly, and daily data collection and reporting. Please visit us at www.mediametrix.com for more information

quote.bloomberg.com