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: jbn3 who wrote (57927)	8/12/1998 6:21:00 PM
From: jim kelley	Respond to of 176388

3, Re: CPQ Service Plans as a profit center This latest exercise with pricing lowcost desktop systems for small business use has been very useful. It is clear that CPQ is now separating its service plans from its hardware pricing. This notion is reinforced by the fact their most recent quarterly report broke out the service revenues from the hardware revenue as line items. Since DELL includes the necessary service in its product pricing, its products may appear to be slightly more costly. Thus, lazy analysts like the one at Oppenheimer will be inclined to reach the wrong conclusions based on a superficial reasoning. The large corporate customers will not be fooled by this but the individuals may be easily fooled. Dell May need to address this issue in the easily deceived market segments.

To: jbn3 who wrote (57927)	8/12/1998 8:57:00 PM
From: Bandit19	Read Replies (1) \| Respond to of 176388

JBN3, Hi! Saw this in IBD today:(shades of things to come) EUROPE INTERNET MARKET SHOULD QUINTUPLE BY '02 In '97 there where 13.3 million European computers connected to the NET. By '02 that figure will hit 69 million, according to Dataquest. The market is seen growing 60% in '98 to 21.2 million connections. While consumer connections lead business ones now, that trend will reverse down the road, Dataquest said. By '00 business will have 22.8 million connections, to 21.8 million for consumers. Best, Steve