After messing with the http://www.google.com/ig/dell URL, T1R just discovered Google is also partnering on a homepage with gateway to do a branded bundled and personalizable homepage...ck it out...this may have legs http://www.google.com/ig/gateway. We tried this for other PC manufacturers, sony, toshiba, apple, and HP, but no cigar...yet!!!
Google has not released details on pricing of the deal with Dell, but has been rumored at $1bn over 3 years. Excluding any expenses associated with this, the $1bn would equate to $0.43/share of EPS for Dell, or equivalent to $0.04/share per quarter. This is decent, but not huge for Dell considering other factors. However, for Gateway, even if their deal with Google is a mere $100mn over the same 3-years, this would equate to $0.33/share of EPS for Gateway, which is equivalent to nearly $0.03/share per quarter for a company that has negative EPS right now.
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