Word: idces
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...your order--Netflix uses the lightweight DVDs and the ubiquity of the U.S. mail to full effect. "Putting a DVD into an envelope for 34 [cents] and having it mailed back in the same prepaid envelope is just brilliant," says Jonathan Gaw, research manager for the analyst firm IDC. Though Netflix took a net loss of $38 million on $76 million in revenue in 2001, the young company expects to have an operating profit this quarter and revenues of at least $100 million by the end of the year. Every third family in America now owns a DVD player; most...
DELL The world's No. 1 computer manufacturer and No. 1 Internet retailer is now also the leading producer, for the huge U.S. market, of Intel-based servers that sell for less than $100,000. According to research group IDC, 80% of all the servers now sold are based on Intel chips. Michael Dell is a loud advocate of this trend toward standardization. And he is counting on the server and storage business, estimating that within a few years, it, along with notebooks, will account for 70% of Dell's revenues. That server push has helped this year: the company...
...your company, any company, with the hardware and software you need to do business. Want a system that runs on Linux? Windows? Unix? No problem. "IBM comes to the table with a palette of colors and says, 'Paint any picture you want,'" says Dan Kusnetzky, a vice president of IDC. IBM has been slashing prices on its hardware lately. Sun's McNealy claims that IBM's strategy is "to get the hardware in there for free and bury you with global services...
Consumers are four times as likely to buy a product online if the website is in their preferred language, according to IDC, a research firm in Framingham, Mass. Some of the big dotcoms--Amazon, eBay and Yahoo--figured out this trend earlier than most, and report fast-growing revenues from overseas divisions, which generate indigenous content. But most U.S. firms have not yet done a great job of marketing to non-English speakers online. Last year just 37 of the large companies in the FORTUNE 100 operated non-English sites, according to Forrester Research, based in Cambridge, Mass...
...Forward Spin: While it would be a mistake to underestimate the strengths of players like Siebel and i2, information technology market research firm IDC says SAP's main competition going forward will be from the software industry's heaviest hitters. Microsoft bought Great Plains, an enterprise-application software company, in December 2000 and is expected to target part of SAP's traditional customer base. While IBM isn't talking about its plans, it is expected to make a defensive play, and Oracle is putting more of its efforts into corporate software applications, SAP's core strength...