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Technology Stocks : Dell Technologies Inc.
DELL 113.22+1.9%Jan 21 3:59 PM EST

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To: TigerPaw who wrote (142558)9/23/1999 9:27:00 AM
From: TigerPaw  Read Replies (1) of 176387
 
reality
I suppose it is an exageration to call Compaq a niche player - yet.

Compaq says the move shows it's focusing sharply on the markets where it can stand out above its competitors,

This is the trend that will lead them into becomming a specialty company. Of course not all trends last forever and I would expect them to take a firm stand around their core products. The volume products, PCs & NT Servers, are going to remain under a lot of pressure while the edge products will have an easier time in the market and in internal politics. I see this more like a repeat of IBM's experience where the de-emphasise the areas where they are getting challenged and concentrate on their special advantages.
TP
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