May 19, 2005

Dell preparing to attack broader new markets

Author: Melanie Hollands

Dell Inc. reported fiscal Q1 2005 results on May 12. I thought the results were pretty strong,
considering IT spending budgets haven't increased significantly: Dell
continues to increase share of a relatively static pie.
Melanie Hollands

Revenue was "at" company guidance, at $13.4 billion; the U.S. component of its business was slower (up 14 percent); the international component
stronger than expected (up 21 percent). Europe in particular delivered
market share gains. By customer segment, the enterprise business was
weaker than the consumer business, possibly accounted for by product
sales mix. On a sector-by-sector basis, storage was up 49 percent,
services (which includes servers) was up 30 percent, and software and
peripherals (S&P) rose 29 percent to become the largest non-desktop
contributor to total revenues.

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