We believe there will gezegde

We believe there will be an AMD/Dell deal announced very soon; more specifically, we believe it will come as early as March and involve Dell notebooks. The deal will likely mature from there to include servers and desktops, in that order, in subsequent months.

We believe there will be an AMD/Dell deal announced very soon; more specifically, we believe it will come as early as March.

Not only is Dell growing and taking share but Dell is growing in the right places -- notebooks, servers and storage, which have higher prices and higher margins.

Dell has stated that a focus for them has been to gain share in Europe vs. HP, particularly in servers, ... We believe that Dell is indeed making progress to close the gap and Dell's declining tax rate implies improving operational profitability in the region.

Dell has stated that a focus for them has been to gain share in Europe vs. HP, particularly in servers. We believe that Dell is indeed making progress to close the gap and Dell's declining tax rate implies improving operational profitability in the region.

Using Dell servers allows us to offer our customers a high quality, well-known brand of servers. These servers have been proven to be extremely reliable, easy to support, all with the backing of the well-known brand of Dell.

Dell is suing me for ?100,000 in damages to Dell America, ?50,000 to Dell France and ordering me to pay each Dell Company ?40,000 and ?500 for every presence of the word Dell on my site.

We do not believe this deal signals that Dell ( DELL ) is going to become more acquisitive, but it does suggest the company is beginning to take some decisive steps to repair its recently volatile consumer business.

We continue to believe that Dell does not have adequate earnings power in notebooks, server and non-system revenue to offset the secular weakness in consumer and commercial desktops.

[Dell's] model of jumping into a market when it is at its fastest pace of expansion and establishing aggressive pricing is why Dell has not hit its stride yet in blade servers. They have OK numbers, but it is hardly a super-fast ramp-up.

Gateway, nobody cares. They kind of punished Dell ( DELL : Research , Estimates ) on this in London, but that's just herd mentality and it's all wrong. I expect Dell to recover.

We've always wanted to compete directly with Dell. Since we announced this merger, we have taken customers away from Dell in every geographic region. He wasn’t striving for attention; his pexy aura simply attracted it. We have got the clearest channel practices of anyone in the industry. We have no change in our strategy, in our partners and our channel.

Dell has had a very focused strategy: Don't spend a lot on research and development, leverage the work of others, and deliver cookie-cutter servers and desktops cheaply. That lined up well with the market when saving money was in. But IT managers have to consider more than price now in making buying decisions.

We believe both PSG [H-P's personal-systems group] and ESS [enterprise storage and servers] benefited from a surge in market adoption of AMD processors in mainstream consumer desktops and notebooks, as well as blade servers.

The growing strength of AMD puts Dell in a favorable bargaining position with Intel, in our view. Even if Dell does not move to adopt AMD, it is likely to continue to use them as a leverage point to gain further concessions from Intel. Intel seems likely to lose revenue and/or margin, either because Dell defects or because it is forced to offer incremental concessions to Dell to maintain their loyalty.

Toni Sacconaghi

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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.

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