Andreas,
Looks like another fun day in the pits. Not long ago you asked about buying CPQ at 21 1/2. I have an answer for you. Jump on it while it's under $20 today. I did last year. Now days like today bother me less, because my average cost was knocked waaay down.
I did like the following parts I clipped out of the IDC article. Looks like Compaq is starting to eat Dell's lunch.
NW
Worldwide, Compaq easily led Dell. Compaq had 14 percent market share, compared with Dell's 11.6 percent. Compaq also posted stronger unit growth, at 21 percent, compared with Dell's 19 percent.
Dell led Compaq in the United States, with 19.7 percent share vs. 17.3 percent. But Compaq posted stronger growth, 25.3 percent compared with Dell's 21.6 percent. HP again ranked third, with 11.1 percent share, and posted the strongest growth, coming in at nearly 47 percent. |
