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: TigerPaw who wrote (175430)	1/22/2006 12:04:39 AM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

Isn't AMD wise enough to choose another location...? -s2@AfterallTheyHaveMortTopferOnTheirBoard.com

To: TigerPaw who wrote (175430)	1/31/2006 1:22:30 AM
From: stockman_scott	Read Replies (3) \| Respond to of 176387

Dell to hire 5,000 people in India seattlepi.nwsource.com Monday, January 30, 2006 <<...NEW DELHI -- Computer maker Dell Inc. said Monday it planned to add 5,000 jobs in India over the next two years, bringing its work force in the country to 15,000. Dell is also looking to set up a manufacturing center in India, a move that could help boost the sale of Dell computers here, President and CEO Kevin Rollins told reporters after a meeting with Indian Prime Minister Manmohan Singh. The Round Rock, Texas-based company will hire 700 to 1,000 workers for a new call center in Gurgaon, a satellite town of the capital, New Delhi, Rollins said. The new call center, the company's fourth in India, will open in April, he said. The other new hires will staff call centers in the cities of Bangalore and Hyderabad in southern India and Mohali in the northern state of Punjab. Also this year, the company plans to double the staff at its product testing center in Bangalore, which currently employs 300 engineers, Rollins said. During his previous visit to India in April last year, Rollins had said Dell would make India a hub for its software development and back-office work. Currently, the company has three call centers in India, a product testing center for corporate customers and a global software development center. Some 10,000 people are employed at these facilities. Scores of Western companies have been cutting costs by shifting software development, engineering design and routine office functions to countries such as India, where English-speaking workers are plentiful and wages are low. But Rollins said his company's expansion plans were not limited to tapping the talent, but also benefit from the growing demand for desktop computers and notebooks. Dell accounts for less than 4 percent of the 4 million computers sold in India, whereas the company's share in the global market is about 18 percent, he said. Taxes levied by the Indian government on computers and computer parts are a major factor affecting pricing of Dell products and their sluggish sales here. A manufacturing facility could help the company boost its presence in India, where computer sales are expected to increase to 10 million annually over the next three to five years. "We have come to the conclusion that time is ripe to consider a manufacturing facility in India," Rollins said. "We want to do it fast," he said, but gave no time frame or investment details. He said the company was talking to local authorities in several Indian states to identify a site and a decision will be made soon. Dell currently operates nine plants, six of them outside the United States...>>

To: TigerPaw who wrote (175430)	3/1/2006 9:12:23 AM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

07:48 INTC Intel estimate cut details (20.60 ) -Update- As mentioned at 7:05, Bear Stearns says their checks indicate Intel's 1Q06 is tracking below guidance of $9.4 bln (down 8% QoQ) due to loss of share to AMD, slowing PC growth and Dell's loss of share. Their checks indicate Intel's inventory build has been exacerbated by both Intel and its largest customer, Dell, losing market share. As a result, they believe Intel could have almost $800.0 mln of excess inventory in 1Q06, which adds risk to their gross margin estimates. Firm cuts their C06 EPS estimate (without options expense) to $1.28, vs $1.41 consensus, cuts their rev estimate to $39.1 bln from $39.5 bln, vs $41.1 bln consensus. Firm also cuts their FY07 ests.