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: Facts, Stats, News and Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Gabriel008 who wrote (164)	10/9/1998 8:54:00 AM
From: Gabriel008	Read Replies (1) \| Respond to of 335

From briefing.com this morning; Computer Systems & Peripherals Group continued to come under pressure amid concern that global financial crisis will erode consumer confidence and result in weaker than expected holiday PC sales... Market also worried that reduced capital spending budgets will hurt corporate sales... For the large multinationals, softer sales picture partially offset by dramatic dollar declines. Dell (DELL) bounced off support in the 42-40 area to close at 48 7/16 (-2 1/8)... Company has been pulled lower along with rest of techs despite rosy outlook painted by management... Stock's history of snapping back from moderate corrections suggests that DELL will be one of the stocks leading the recovery.

To: Gabriel008 who wrote (164)	10/9/1998 11:13:00 AM
From: Gabriel008	Read Replies (1) \| Respond to of 335

GartnerGroup's Dataquest Says Worldwide Server Industry Suffered 11 Percent Decline in the Second Quarter New Dataquest Program Provides Quarterly Server Market Statistics SAN JOSE, Calif.--(BUSINESS WIRE)--Oct. 7, 1998--The server industry endured the effects of the Asian economic crisis as worldwide server revenue approached $9.9 billion in the second quarter of 1998, an 11.2 percent decline from the same period last year, according to Dataquest Inc., a unit of Gartner Group, Inc. (NYSE:IT - news). Server revenue in the Asia/Pacific region declined 33 percent during the second quarter of this year, and server revenue in Japan dropped 31.6 percent versus the second quarter of 1997 (see Table 1). ''Most server OEMs experienced a falloff in sales during the second quarter, but keep in mind that the second quarter was a tough one for anyone with exposure in Asia,'' said Kimball Brown, vice president and chief analyst for Dataquest's Emerging Server Technologies Worldwide program. Table 1 Worldwide Server Revenue Estimates by Region for Second Quarter 1998 (Millions of Dollars) Region Q2/97 Revenue Q2/98 Revenue Growth (%) United States 4,240 3,987 -6.0 Western Europe 3,387 3,646 7.7 Asia/Pacific 968 641 -33.8 Japan 1,694 1,159 -31.6 Canada 251 181 -27.8 Rest of World 594 271 -54.3 Total 11,134 9,885 -11.2 Source: Dataquest (October 1998) IBM held onto the No. 1 position in the second quarter of 1998 despite a slight decline in market share versus the same period last year (see Table 2). Hewlett-Packard moved into the No. 2 position, and Compaq/Digital slipped into the No. 3 slot as its revenue declined more than 7 percent during the second quarter. Table 2 Worldwide Server Revenue Estimates for Second Quarter 1998 (Millions of Dollars) Q2/97 Q2/97 Market Q2/98 Q2/98 Market Growth Company Revenue Share (%) Revenue Share (%) (%) IBM 3,135 28.2 2,626 26.6 -16.2 Hewlett-Packard 1,276 11.5 1,427 14.4 11.8 Compaq/Digital 1,432 12.9 1,329 13.4 -7.2 Sun Microsystems 844 7.6 1,157 11.7 37.0 Siemens Nixdorf 448 4.0 456 4.6 1.9 Others 3,999 35.9 2,890 29.2 -27.7 Total 11,134 100.0 9,885 100.0 -11.2 Note: Totals may not add to 100 percent due to rounding. Source: Dataquest (October 1998) ''Entry level servers suffered from weakness in Asian markets and product transitions as the market shifted from Pentium Pro to Pentium II. The announcement of Xeon may have also contributed to the decline,'' Brown said. ''The mainframe segment suffered a large decline as problems in Japan and a transition in IBM's product line to the G5 processor caused some users to wait for the new systems due late in the third quarter.'' Additional information on this market is available in Dataquest's Emerging Server Technologies Worldwide program. This program publishes quarterly data on the worldwide server industry. This program covers various segments of the server industry, such as Internet servers, thin clients, thin (appliance) servers, and the emerging storage/server area networks. Detailed information on this program is available on Dataquest's Web site at gartner.com. ''Internet standards and shifts in technologies such as fiber and wide area communications are having a profound impact on the $51 billion server market,'' Brown said. ''This program provides clients with the information and analysis vital to the development of strategic business, marketing, and product plans and is key to understanding investment opportunities in the evolving server market.'' To subscribe to this program, please call 800/419-DATA, or 408/468-8009. More information about Dataquest's programs, descriptions of recent research reports, and full text of press releases can be found on the Internet at dataquest.com. Brown will provide additional analysis on the server industry during the upcoming GartnerGroup Symposium/ITxpo 98. This conference is the IT industry's largest, most comprehensive, and prestigious strategic planning event. GartnerGroup Symposium/ITxpo 98 will be held Oct. 12-16 in Lake Buena Vista, Fla.; Oct. 21-23 in Tokyo; Oct. 28-30 in Brisbane, Australia; and Nov. 2-5 in Cannes, France.