Compaq Message Board - Msg: 12920803

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Technology Stocks : Compaq

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To: rudedog who wrote (78517)	2/19/2000 3:04:00 PM
From: Ted Foster	Read Replies (1) of 97611

rudedog - A strong point for Dell is the notebook business which offset the decline in desktop revenue in Q4. It was about 28% of revenue and must have been a greater percentage of earnings. One would think that the challenge to Dell would be too obvious for management not to notice although it is not easy to see what they should do differently. It might be best to see if the appliance thing (they are not appliances--they are still computers) gets traction in the market before sabotaging their own ASP's. These "appliances" are not so technologically advanced that Dell couldn't add them to the mix quickly if needed. I take it that you believe that Dell should take the bull by the horns. Now that IBM has announced IPAQ type computers, it seems that there will be enough acceptance that Dell will have to follow suit. But Dell does have part of the answer in the trend to portability where they have been successful in establishing some individuality. The appliances are rank and file "peon" machines, they are not the whole story. What does seem odd is that the challenges facing Dell are not being discussed at all by analysts.

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