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


To: Meathead who wrote (163087)12/5/2000 8:30:30 PM
From: BWAC  Read Replies (1) | Respond to of 176387
 
Meathead,

Exactly? Last I checked DELL had a fairly viable ongoing growing business. Seems that has been forgotten.

Within the AAPL news tonight, AAPL said they slipped to number #2 in schools. Behind DELL.

Sounds good.



To: Meathead who wrote (163087)12/6/2000 3:35:37 AM
From: Chris McConnel  Respond to of 176387
 
> Strategically important stuff IMO that will boost further enterprise business. I'm surprised nobody noticed.

You forgot to mention they are going to beef up their services business. Does this mean they are going to adopt the CPQ model? :)



To: Meathead who wrote (163087)12/6/2000 11:04:48 AM
From: D.J.Smyth  Read Replies (1) | Respond to of 176387
 
"Dell will also begin shipping a 32-way system based on Unisys CMP server architecture in Q1. They also have greatly expanded their service offerings and commitment to market these offerings more aggressively. These 3 things will go a long way to help Dell move up the food chain. And as an added bonus, Dell announced a few new 1U rack dense servers today and the second generation of it's PowerApp line of appliance servers."

most of your mom and pops don't know the benefits of these developments (or their statement that they can deliver such at a significantly improved cost ratio over competitors)

they also stated during that presentation that Dell has taken service share from CPQ. that for the first time CPQ has fallen below 30% marketshare (27% or so) and Dell has risin above 20% to around 23%.

everyone but the street wants these lucrative contracts