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: Ashley Campbell who wrote (100898)	2/16/1999 6:12:00 PM
From: Dell-icious	Respond to of 176387

Question about order flow from large corporate customers. TM Reiterates the 3 year Fortune 50 contract. Potential 200-300 million revenue discrepancy due to 2 big accounts. 60-90 day process from winning account to seeing revenue; high, if not highest ever win rate. (MD). Question about Seasonality of internet. TM: Should see large revenue gain in Q1. Question about Europe and Euro. TM: DELL aggressive about embracing Euro. Dell-icious

To: Ashley Campbell who wrote (100898)	2/16/1999 6:14:00 PM
From: Dell-icious	Read Replies (2) \| Respond to of 176387

Question about shortfall in enterprise revenues: TM: according to IDC DELL gained 56% over year vs 15-17-19% competitors. WOrldwide share gained 2+ percentage in share. Dell-icious

To: Ashley Campbell who wrote (100898)	2/16/1999 6:17:00 PM
From: Dell-icious	Respond to of 176387

Question about maintaining accounts vs getting new accounts in corporate space: overall growth 3.6 times market. 3.2 times Compaq overall. Competition talking about going direct but few have actually done it, competing with themselves (resellers, manufacturers, distributors). Dell-icious

To: Ashley Campbell who wrote (100898)	2/16/1999 6:20:00 PM
From: Dell-icious	Respond to of 176387

Question about Q1 demand stronger. TM: Enterprise space doing well with 2 weeks of data into the quarter. How much due to Y2K: up for grabs, but demand is there. Pricing: Q3 were not aggressive, win rate less than in Q4. Affected ability to actually pull in the PO in Q4. ASP erosion: MD: fastest growing businesses are those with highest ASP Dell-icious

To: Ashley Campbell who wrote (100898)	2/16/1999 6:23:00 PM
From: Dell-icious	Respond to of 176387

Ashok Kumar: 1) sequential growth rate in Americas anaemic. TM: 9% is quite decent. Overall Q4 vs Q3 was 23%, mostly occured in retail sub 1000 space. Full year comparison more meaningful due to DELL's seasonal pattern. 2) Server growth rate down: TM: first time in 9 quarters less than triple digit growth: law of large numbers. 80% revenue growth significant. 3) Powervault activity: MD: aimed at DELL servers. Dell-icious

To: Ashley Campbell who wrote (100898)	2/16/1999 6:30:00 PM
From: Dell-icious	Respond to of 176387

Question about competitive pricing: TM: not aggressive enough in Q3; paid price in Q4. More concerned about sustaining past growth levels? TM: outlook for growth significant. Underpenetrated in most markets outside US. Non-desktop revenues can grow to more than 50%, from 25% of product mix. Internet. DELL store, more details at April analysts meeting. Doubled manufacturing capacity. 1.9 million square feet of space, up from 1 million a year ago. Positioning for future growth. Finally stock split. Dell-icious

To: Ashley Campbell who wrote (100898)	2/16/1999 6:34:00 PM
From: Dell-icious	Respond to of 176387

Competitors: TM: IBM most aggressive, CPQ least. MD: suprirsed to see IBM's level of competitiveness; new phenomenon, not seen in a long time. Growth: TM: if we are to miss on top vs bottom line, we would rather miss on top line. Scaling effect: hired only 1000 in Q4 vs 2500 in Q1/Q2. Dell-icious

To: Ashley Campbell who wrote (100898)	2/16/1999 6:36:00 PM
From: Dell-icious	Respond to of 176387

TM: Unit volume growth fastest in servers, notebooks also grew fast. Geographically China fastest growing, Australia. Several countries iN Europe. Consumer business 56% in revenue terms. Dell-icious

To: Ashley Campbell who wrote (100898)	2/16/1999 6:40:00 PM
From: Dell-icious	Read Replies (1) \| Respond to of 176387

Michael Kwatinetz, CSFB: P3: TM: No problems Internet as revenue generator: MD: ISPs, net advertising, though not significant. TM: April analyst meeting will talk more about internet. MD: broadband (cable). Linux: MD: More support information at DELL site. Dell-icious