Compaq Message Board - Msg: 11912606

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 : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rudedog who wrote (71788)	11/13/1999 1:53:00 AM
From: rupert1	Read Replies (2) of 97611

rudedog: thanks for the comparative analysis of iPAQ and DELL's lowest cost commercial PC. In keeping with its policy of letting others do the research and development, I assume DELL will eventually follow with a competitive model to the iPaq. However, it must be worrying for DELL because it draws it further away from its single-minded focus on the enhanced commercial PC with its rich margins. I presume that COMPAQ will still have the edge over DELL (and others)in cost-efficient mass manufacture especially in a model with so few configurations. Given that iPaq will be made-to-order and sold direct there is no room for DELL to improve on COMPAQ's price or margins. BTW will the iPaq count as a PC in market research reports?I ask because if it does, and if COMPAQ sells them like hot cakes, then perhaps it can repulse DELL's challenge on COMPAQ's title of world NO.1 OEM of PC's. In fact, as the revolution in the PC continues, and we get more of these quasi-PC's or appliances, perhaps the title of No. 1 PC-maker will have decreasing cache just as DELL comes close to seizing it.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next