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: kaka who wrote (168342)	1/9/2002 9:42:16 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Gary, Hi!! Thanks....Nice article...Been hearing this for some time now...IRelations discussed this two years ago on the tour...Once again DELL's coming up the food chain... RE: DELL The world's No. 1 computer manufacturer and No. 1 Internet retailer is now also the leading producer, for the huge U.S. market, of Intel-based servers that sell for less than $100,000. According to research group IDC, 80% of all the servers now sold are based on Intel chips. Michael Dell is a loud advocate of this trend toward standardization. And he is counting on the server and storage business, estimating that within a few years, it, along with notebooks, will account for 70% of Dell's revenues. That server push has helped this year: the company announced $7.5 billion in third-quarter revenues, only 10% less than last year's--the best result in an industry marked by worse declines. The Dell strategy is to leverage its manufacturing and marketing talent to enable it to deliver the kind of out-of-the-box, high-volume operation that made it dominant in PCs. Its partnerships with database king Oracle and Linux maven Red Hat (Linux is an increasingly popular--and open--alternative to Windows for Intel-based servers) give customers access to powerful options. And in November Dell announced a co-branding arrangement with data-storage king EMC. Although Dell operates mostly at the low end of the market, the idea is to climb steadily toward faster and more expensive machines as the technology arrives.