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

To: rudedog who wrote (162086)	10/13/2000 10:26:27 AM
From: edamo	Read Replies (1) \| Respond to of 176387

bob....please ask mikey to remove his foot from his mouth... can't grow or gain international market share unless you understand it... provincial ideas that work in austin are considered insults in other cultures.... can always blame it on the euro! good luck...ed a.

To: rudedog who wrote (162086)	10/13/2000 10:55:08 AM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

What a shame, I think the Flake is short GTW! :o) Drew

To: rudedog who wrote (162086)	10/13/2000 12:07:16 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Has anybody seen details behind GTW's non-PC sales? Specifically, what exactly is considered non-PC besides the beyond-the-box statement vagaries of Internet services and software, financing and the sale of warranties etc. I haven't seen this broken out anywhere in the income statement and if it isn't, wouldn't we be just taking management's word for it? >50% of income is generated from Non-PC. What % of Revenue does that equate to? This is the only statement I could find with a clue. Non-PC income was more than 50 percent of income, Gateway said, exceeding the company's fourth quarter 2000 target of 45 percent. Executives on the call said the Non-PC income is now about 23 percent of all sales. Is this a misprint or do they mean Non-PC revenue is 23% of all sales? If so, 77% of revenue is generated from PC hardware contributing to 50% of income and 23% of revenue is generated from higher margin beyond-the-box initiatives contributing to the other 50%. In my mind, if anybody is a PC company it's gateway and 3/4 revenue from PC sales is still inside the box. However, they are doing a brilliant job of seizing every opportunity to distance themselves from the PC label. Dell could easily do the same but why they don't leaves me mystified. MEATHEAD

To: rudedog who wrote (162086)	10/13/2000 3:56:00 PM
From: kaka	Read Replies (2) \| Respond to of 176387

Rudedog, This one bothered me even more..... Vanderslice, Rollins, his wife, brother should calm him down.... Dell to Overtake Compaq as Market Leader Next Year, Paper Says Amsterdam, Oct. 12 (Bloomberg) -- Dell Computer Corp. will overtake Compaq Computer Corp. as the world's biggest maker of personal computers next year, said Chairman Michael Dell, Dutch daily Financieele Dagblad reported. Dell is already market leader in the U.S., the U.K. and Sweden, and market researcher IDC predicts the company will be global market leader by the middle of next year, Dell told the newspaper. While the computer industry is currently in a ``deep valley,'' Dell said he still sees plenty of potential since there are only 420 million personal computers in the world and 7 billion people. While sales are trailing forecasts at Dell as well as at Apple Computer Co. and Intel Corp., Dell said he nonetheless expects revenue to grow 27 percent this year. ``The PC remains the ideal machine for working with data just as the telephone remains ideal for calling,'' Dell told the newspaper. ``Internet via the mobile phone is a different application and won't push aside the PC per se.'' Dell was in the Netherlands as part of a tour of Europe to visit employees and customers. Oct/12/2000 9:55 ET

To: rudedog who wrote (162086)	10/13/2000 11:28:25 PM
From: Bill Jackson	Respond to of 176387

rd, It is not often that Europe leads the USA. the wireless free for all in the USA with the plethora of competing standards as the FCC let the best man win turned out to be inferior to the European model of picking the right horse and making it their standard for all of Europe. This produced a huge market to develop for, which, with the Eurpoean protectionism allowed the fundamentally smaller Europeans to leapfrog the fragmented US markets. The Europeans might have the lead now, but I doubt they will keep it. Probably lose it to the USA withing 18 months to 2 years Bill