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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Mohan Marette who wrote (115324)4/8/1999 5:40:00 PM
From: Rich Young  Read Replies (1) | Respond to of 176387
 
Anyone care to comment on this:

IBM To Offer Entire Product Line On the Web

NEW YORK--(BUSINESS WIRE)--April 8, 1999--IBM plans to expand direct sales through the Internet. In May, the computer giant will set up a new Web site, code-named Project Odyssey, to sell its entire line of PC products directly to small businesses and consumers, reports Business Week e.biz. IBM (NYSE: IBM - news) isn't new to online sales. Last year, it sold $3.3 billion worth of high-tech gear online, ranging from disk drives to AS/400 minicomputers. The majority of IBM's electronic-commerce revenue comes from sales of PC products, including computer servers, memory chips, and networking gear. Big Blue lost $992 million in PCs before taxes last year, according to the company's annual report, reports BW.



To: Mohan Marette who wrote (115324)4/8/1999 7:26:00 PM
From: jim kelley  Read Replies (2) | Respond to of 176387
 
Mohan,

This is the first public comment by DELL on costs as a percentage of revenue issue. All the lazy analysts are focusing on last quarters revenue and revenue growth. i think the real issue for DELL is earning per share not revenue per se.

Ashok's formula for pricing DELL's stock is also a curiosity.

Keep talking.....

Regards,

Jim Kelley