CNET News.com: Analysts applaud as Dell “destroys” estimates

“High profit margins led Dell Computer to pass analyst
expectations by 3 cents today, reporting earnings of 19 cents per
share. … The company was expected to report earnings of 16 cents
per share, according to analysts surveyed by First Call/Thomson

“Dell highlighted its Linux sales as well, saying that
with Linux and Windows 2000 Dell can address 75 to 80 percent of
the computing market. … Overall, 2 to 4 percent of Dell
computers ship with Linux, but in some markets, such as Internet
companies and small or medium-sized businesses, about 25 percent of
machines sold come with Linux. In government and research markets,
the percentage goes as high as 50 percent, Dell said.”

“Dell’s application service provider effort, called DellHost,
now has 2000 customers, Dell added. Half of those customers are
selecting Linux.”


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