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Archive for May, 2008

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Dell Earnings

Our Q1 earnings are out if you are interested… Some of the highlights if you missed them:

  1. Overall, we increased revenue to $16 billion, up 9 percent year-over-year.
  2. We announced the best earnings per share (EPS) in 9 quarters, a 12 percent increase.
  3. Our operating expense (OpEx) is the lowest that we’ve seen in a long time at 12.9 percent of revenue.
  4. We are the only large server vendor to grow volume and share – grew 3x industry.
  5. Our revenue outside the U.S. surpassed inside the U.S. for the first time in Dell history!
  6. Global Consumer was profitable and revenue up 20 percent year-over-year. Units grew 47 percent year-over-year.
  7. Emerging Countries (Brazil, Russia, India, China) grew 58 percent and was 9 percent of our company revenue.
  8. EqualLogic revenue grew more than 100% year-over-year.
  9. Partner Direct is live in all regions – nearly 16K partners and approximately 300 new partners every week.
  10. Notebooks were our fastest growing product category, increasing sharply at 43 percent and 1.2 times the industry. Revenue grew 22 percent year-over-year. Just wait until our customers see the new e-Family series we’ll launch in a few months.
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recommended reads

  • Akamai is out today with their first “State of the Internet” report. The report is well worth a read
  • Arianna nails the Scott Mcclellan issue. “Interesting stuff, Scott. But about five years too late. It’s George Tenet déjà vu all over again. How many times are we going to have a key Bush administration official try to wash the blood off his hands — and add a chunk of change to his bank account — by writing a come-clean book years after the fact, pointing the finger at everyone else while painting himself as an innocent bystander to history who saw all the horrible things that were happening but, somehow, had no choice but to go along?”
  • Interesting piece by a colleague of mine on all things green
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Recommended Reads

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Recommended Reading…

  • Dell saves pedestrian… nothing like an Inspiron as a crash barrier…
  • Redmonk adds new analyst creating Greenmonk… I agree with them that the higher the price of oil goes, the more innovation it will drive as we look for a way around it.
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We’ve been harping on about this for years. The URL is dying, replaced with search:

Of the 10 fastest rising search terms on Google last year, 7 were for searches where adding a “.com” would have brought the user to the correct site. These are called “navigational” searches — searches done when the user already knows exactly where he or she wants to end up — and they make up a surprising large number of total searches…. According to Compete last fall, navigational searches make up about 17% of all searches on average, more on Yahoo! and Live than on Google. For well-known web sites, Compete found that about 9 out of the top 10 search terms for that site tend to be some sort of variation on the domain. Surprisingly, people actually often search for entire domain names rather than type them into their browser’s address bar.

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