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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (71723)11/12/1999 2:11:00 PM
From: Salah Mohamed   of 97611
 
EL ... About UK Market Share

>>the DELL ceo said that they had taken from CPQ what had been CPQ's "bedrock" position as leader in the British market place. He was quite surly about it.

Dell CFO is lying or he is misinformed. Dell took #1 in the UK in Q2 but in Q3 CPQ regained the #1 position by a wide margin.

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Posted 25/10/99 1:57pm by Linda Harrison
Compaq and Dell play cat and mouse with PC sales
theregister.co.uk

From the article:
However, Dell lost the number one slot in the UK back to Compaq. Last quarter it overtook Compaq for the first time, with 18.5 per cent of sales.

But figures out by UK research company Context today show that Compaq took 18.8 per cent of sales for Q3, from 15.8 per cent for Q2. Dell slipped to 17.1 per cent.

Jeremy Davies, a senior partner at Context, told The Register that the cat and mouse games between the top two vendors would end, with Compaq the victor.

"Dell's success is a seasonal blip. It has had its products there at the right time.

It soaked up a lot of SME sales, and had finished its already finished its transition in portables, whereas Compaq has had top level changes and has been through a portable product refresh."

However, Davies said Compaq?s broader product range and wider spread of customers would win through in the end.

Analyst Charles Smulders, a PC analyst at Dataquest, agreed. He said: "As we get into the fourth quarter, it will be more difficult for Dell because Compaq has more
consumer sales. That works in Compaq?s favour in the fourth quarter."
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To get the full article go to the URL above and search for Compaq.
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