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

To: Joseph Francis Torti who wrote (121825)	5/3/1999 11:14:00 AM
From: stockman_scott	Respond to of 176388

<< So if they are selling at the same price, which one you going to buy Ibm or Dell.>> Joe: A $1 billion media firm (MDP) that I'm doing some consulting for made a wise decision recently. Last month the CIO confirmed that they were going to switch from IBM to DELL. He said it came down to more that just cost. In fact he was intrigued with DELL's direct model. The decision was made based on the projected TOTAL cost of ownership. This Fortune 1000 company is not unique. They are in the process of switching all PC, laptop, and appropriate server purchases to DELL. IBM can not take business for granted or this will continue to happen. Check out the new IDC numbers and you'll see that DELL continues to gain market share in a BIG WAY. As Kemble would say more and more successful companies are discovering that "you can't afford not to business with DELL."" Best Regards, Scott

To: Joseph Francis Torti who wrote (121825)	5/3/1999 11:16:00 AM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176388

No, Joe, quite the contrary. The big advantage that Dell offers is virtual integration with corporate customers. In essence the concept implies that Dell is a subsidiary of the customer. That means that the customer comes to expect delivery of machines where they are expected, when they are expected and pre-loaded with the customer's software. Those "virtual integration" benefits save the customer considerable amounts of time and money and thus drive the total cost of ownership way down for corporate customers. So what vendor would a corporate customer choose? Maybe this explains why Dell's growth has outstripped its competitors several fold. There was an HBR article that appeared a year or so ago that talked about virtual integration. It might be a good idea if you read it. TTFN, CTC

To: Joseph Francis Torti who wrote (121825)	5/3/1999 11:21:00 AM
From: bry57	Read Replies (1) \| Respond to of 176388

Joe, I bought a DELL,, P3 500,, and the CS was hands down the best I have ever seen,, Rhode Island is wrong on this one,,, bry57

To: Joseph Francis Torti who wrote (121825)	5/3/1999 11:27:00 AM
From: OLDTRADER	Read Replies (1) \| Respond to of 176388

RE:JFTorti-There are always 10% that don't get the word.wbm

To: Joseph Francis Torti who wrote (121825)	5/3/1999 12:19:00 PM
From: Alohal	Read Replies (1) \| Respond to of 176388

Yo Joe, IBM tried to match Dell price points and lost 1 Billion last year! With success like that, I'd hate to see what their failures are like <ggg>. You just go ahead and sell your Dell and buy IBM, it will be a move completely consistent with your signature, "Joe the loser", Best of luck and aloha

To: Joseph Francis Torti who wrote (121825)	5/3/1999 1:05:00 PM
From: Lee	Read Replies (4) \| Respond to of 176388

Joseph,..Re:.So I feel Ibm is now stealing everybody market share. Joe, unfortunately the facts tell another story. We have all seen the IDC reports shown below but you must have missed them. I think IBM is going down the market share ladder. idc.com Compaq Remains Number One in Worldwide PC Market Again, Dell continued to rack up solid market share increases and close in on Compaq. Dell's decreased reliance on consumer sales enabled it to report sequential growth, while most vendors experienced sequential declines. Moreover, Dell was able to then close the market share gap with Compaq. Overall, IDC believes, Dell continues to show solid growth across a range of PC product categories and geographies. Rounding out the U.S. top five, IBM surprised many with its strong results both financially and on a unit basis in the first quarter of 1999. The company saw strong demand in higher-end products with healthy shipments in its server and portable PC lines. Table 1 Top 5 Vendors, U.S. PC Shipments, First Quarter 1999 (Preliminary) (Thousands of Units) Q1 1999 Vendor Q1 1999 Market Q1 1998 Market Growth 1999 Rank Shipments Share Shipments Share 1999/98 1 Compaq 1,588 16.10% 1,455 18.20% 10% 2 Dell 1,456 14.80% 941 11.80% 55% 3 Gateway 918 9.30% 654 8.20% 40% 4 Hewlett-Packard 853 8.60% 612 7.70% 39% 5 IBM 790 8.00% 625 7.90% 26% Others 4,262 43.20% 3,680 46.20% 16% All Vendors 9,867 100.00% 7,957 100.00% 24% Shipments are branded shipments and exclude OEM sales for all vendors. Data for all vendors are reported for calendar periods. Data for NEC/PBNEC includes shipments for Packard Bell, NEC, NEC Japan, NEC China, and ZDS. Data for Compaq includes shipments for Compaq, Digital Equipment. and Tandem. Source: International Data Corp., Q2 1999 Table 2 Top 5 Vendors, Worldwide PC Shipments, First Quarter 1999 (Preliminary) (Thousands of Units) Q1999 Rank Vendor Q1 1999 Market Share Q1 1998 Market share Growth Shipments Shipments 1999/98 1 Compaq 3,537 14.50% 3,061 14.90% 16% 2 Dell 2,450 10.00% 1,607 7.80% 52% 3 IBM 2,177 8.90% 1,671 8.10% 30% 4 HWP 1,589 6.50% 1,365 6.60% 16% 5 NEC/PBNEC 1,569 6.40% 1,481 7.20% 6% Others 13,147 53.70% 11,375 55.30% 16% All Vendors 24,469 100.00% 20,560 100.00% 19% Shipments are branded shipments and exclude OEM sales for all vendors. Data for all vendors are reported for calendar periods. Data for NEC/PBNEC includes shipments for Packard Bell, NEC, NEC Japan, NEC China, and ZDS. Data for Compaq includes shipments for Compaq, Digital Equipment, and Tandem. Facts are important. <g> Good luck, Lee