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To: J Fieb who wrote (3286)	5/18/2001 11:49:04 AM
From: J Fieb	Respond to of 4808

By Joseph F. Kovar, CRN Round Rock, Texas 7:45 PM EST Thurs., May 17, 2001 Taking their cue from tech companies that have in the past few weeks reported more upbeat earnings than in the previous quarter, Dell Computer executives on Thursday said computer system unit shipments grew and the company met Wall Street expectations in the fiscal first quarter of 2002, ended May 4. Dell reported total revenue for the quarter reached $8 billion, up 10 percent from the $7.3 billion reported in the same quarter a year ago. Income was $462 million, or 17 cents per share, down slightly from the $466 million reported last year. The company met analysts' expectations of 17 cents per share, according to First Call. Taking advantage of its manufacturing model, Dell reported that its inventory, measured in dollars, was at its lowest level in almost two years. The company had an average of five days of supply in inventory this quarter, compared with seven days last year. Company executives said that Dell's PowerEdge server shipments were up 50 percent from a year ago. Total storage capacity grew more than 130 percent, while external storage capacity shipped increased more than 200 percent, compared with the same period last year. Services revenue grew 48 percent compared with last year to reach $751 million, the officials said. Dell reported earnings after the close of the stock market on Thursday. Before the close, Wall Street seemed to anticipate positive earnings and drove the stock up 50 cents per share to $25.88. By Joseph F. Kovar, CRN Round Rock, Texas 7:45 PM EST Thurs., May 17, 2001 E-mail this article Print this article Put this article on your site HOT LINKS Hewlett-Packard Says Slump Isn't Over Yet CRN Radio: Gerstner Speaks! CRN Radio: Dell's Storage VP On SP Web Initiatives CRN Radio Editorial: Kelley Damore Sees Bright Spots Amid Clouds CRN Radio Editorial: Heather Clancy Sees Persistence Paying Off For SPs Breaking News Successfully Selling Yourself To Potential Clients Giving Your Customers Some Satisfaction The Evolving Nature of Solution Provider Billing When Your Customers' Sales Decline, You Can Still Come Out On Top Palm, Handspring Tumble To New Lows After Earnings Warning Group Says Microsoft's .NET Is Next Monopoly Ploy Collective's Partner Program Sells Wireless Data Lucent, Alcatel In Merger Talks, Sources Say Taking their cue from tech companies that have in the past few weeks reported more upbeat earnings than in the previous quarter, Dell Computer executives on Thursday said computer system unit shipments grew and the company met Wall Street expectations in the fiscal first quarter of 2002, ended May 4. Dell reported total revenue for the quarter reached $8 billion, up 10 percent from the $7.3 billion reported in the same quarter a year ago. Income was $462 million, or 17 cents per share, down slightly from the $466 million reported last year. The company met analysts' expectations of 17 cents per share, according to First Call. Taking advantage of its manufacturing model, Dell reported that its inventory, measured in dollars, was at its lowest level in almost two years. The company had an average of five days of supply in inventory this quarter, compared with seven days last year. Company executives said that Dell's PowerEdge server shipments were up 50 percent from a year ago. Total storage capacity grew more than 130 percent, while external storage capacity shipped increased more than 200 percent, compared with the same period last year. Services revenue grew 48 percent compared with last year to reach $751 million, the officials said. Dell reported earnings after the close of the stock market on Thursday. Before the close, Wall Street seemed to anticipate positive earnings and drove the stock up 50 cents per share to $25.88.

To: J Fieb who wrote (3286)	6/1/2001 11:18:15 AM
From: J Fieb	Respond to of 4808

IBMGS doing ok.... No slowing down for IBM Global Services By Paula Musich, eWEEK May 30, 2001 12:48 PM ET IBM Global Services continued its winning streak in Europe and the Middle East over the past week with a string of new contracts potentially worth over $10 billion. Among the latest is a global deal with Thomson Multimedia SA of France that calls for IBM Global Services to take over management of Thomson's data centers, servers, desktops, help desk and disaster recovery operations, according to Frank Kern, general manager of professional services for IBM Global Services' Europe, Middle East and Africa practice in Paris. "We'll be starting in France and in the U.S. and with the help desk center support out of the south of France, but it will roll out to other countries," Kern said of the deal. The global deal, for which Thomson hasn't placed a value, is representative of the more multinational agreements the outsourcing behemoth is striking of late. For example, IBM Global Services last year signed a global agreement with Astra Zeneca valued at about $1.7 billion. "They had two IT infrastructures as a result of their merger," said Kern. "They were looking to us to bring together one single global infrastructure that was robust, secure and scaleable." In addition to Thomson, IBM Global Services signed a deal with NTL Inc., a UK-based broadband communications supplier, valued at $2 billion over 11 years. IBM Global Services will take over IT operations for the firm. IBM and Fiat, meanwhile, inked a memorandum of understanding for IT services valued at between $5 billion and $7 billion over seven to 10 years. In addition, the Swedish Post Office signed a five-year deal for IT services valued at $50 million, and IBM Global Services will build two Internet data centers in Dubai. And still more deals are in the pipeline, Kern said. Big opportunity in Europe Europe is leading IT outsourcing spending globally, according to a new report just released by International Data Corp. of Framingham, Mass. IDC, in its Top 100 World Wide Outsourcing Deals of 2000 report, found that Europe led the U.S. in IT outsourcing spending at 26.8 percent vs. 25.9 percent. "Europe in particular has been a very strong market," said Cynthia Doyle, a program manager at IDC. "They are also faced with an IT skills shortage. We're seeing the competitiveness of the European market increasing, and that is driving people to outsourcing. The integration of the euro is also driving this, although across the region it varies by countries." Doyle said IBM Global Services "is cleaning up," with 22 of the top 100 outsourcing deals in terms of total value. Besides turning to IBM Global Services for help in consolidating multiple IT infrastructures in multiple countries, customers are looking to leverage a new, cohesive platform for e-business, Kern said. "We're seeing two types of deals," he explained. "One is an e-business infrastructure deal where companies want to outsource their infrastructure and at the same time make it more robust and standards-based. The other is what I call 'transformational outsourcing,' where customers are looking to 'e-enable' their business and find new ways (of using the Internet and e-business applications) to operate their business that are efficient and effective."