Look out for Dell.
Drew:
Great find for sure. Say who said Dell was losing market share to CPQ? It doesn't appear to be at least here in the U.S according to IDC,looks like CPQ lost market share while Dell gained market share in the U.S.
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Look out for Dell
Compaq Computer Corp (NYSE:CPQ). remained the No. 1 PC supplier, both in the world and in the United States, while IBM Corp. (NYSE:IBM) clung to the No. 2 world rank despite rapid gains by fast-growing Dell Computer Corp (Nasdaq:DELL). At its torrid pace, Dell could soon overtake PC pioneer IBM in the No. 2 spot worldwide, IDC's data showed.
For the full year, worldwide PC factory shipments totaled 90 million, with Compaq accounting for 13.2 million of the PC units, IDC said.
"It was a big fourth quarter, with 27 million units shipped worldwide," said John Brown, manager of IDC's PC market research group. "We'd originally forecast 12 percent growth, but a surge in the U.S. and Europe propelled year-to-year growth in the fourth quarter to 15 percent," he said.
Compaq maintains U.S. lead
In the United States, Compaq's market share dropped slightly to 18.1 percent from the 19 percent share it held in fourth quarter 1997, while Dell sustained its momentum, rising to a 12.8 percent share from 9.9 percent a year-ago.
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Underlying the shifting market were sharply contrasting growth rates, as Compaq grew between 16 and 17 percent both in the U.S. and worldwide from fourth quarter to fourth quarter, while Dell gained 56 percent in the same timeframe.
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This above ALL
.......Compaq's gains reflect its strength as the leading supplier of consumer PCs during the seasonally strong holiday sales season, and Dell's minor role in the consumer market compared to its focus on the corporate market, analysts said.
Schaub said it was more meaningful to compare fourth quarter results with the year-ago fourth quarter, which eliminates some of seasonal differences.
"Compaq gets an extra consumer bump that Dell doesn't get in the fourth quarter but don't let that obscure the fact that Dell is basically right on their tail," Dataquest's Schaub said.....
zdnet.com
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