Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 113.22

+1.9%

Jan 21 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: TigerPaw who wrote (142558)	9/22/1999 11:54:00 PM
From: rudedog	Read Replies (1) of 176387

TP = The move shows Compaq becomming a niche player in the computer business. I'm not sure I understand this - these products are in a market where DELL does not even have an offering. CPQ has products in every place that DELL does, and a lot of places where DELL does not. Yet no one is accusing DELL of being a "niche player". Let's keep a little reality in the discussion. CPQ, after acquiring both Tandem and DEC, had a product for everything including a lot of products where the customer base was suspect. They needed to greatly simplify their product line. They can do a whole lot more cutting and still have a broader offering than their competitors. BTW I think that the simplicity of DELL's product line is one of their strengths - and one of the places where CPQ could probably copy DELL to good advantage. Look at the MSFT HCT list - CPQ has about 10 times as many products as DELL. How is a customer supposed to figure that out? I think if anything, CPQ has not gone nearly far enough in consolidating products.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next