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Technology Stocks : Compaq

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To: MeDroogies who wrote (87157)11/28/2000 6:08:24 PM
From: Elwood P. Dowd  Read Replies (1) of 97611
 
I lifted the following at The Zoo. I don't know if it is old or new and/or if it has been posted here before. As a matter of fact, the only thing that I do know for sure is that I'm going to have another cold beer. El

NEWS: Compaq rules in
servers
by: dsl_rocks
11/28/00 5:32 pm
Msg: 198685 of 198692

Dell takes lead in workstations;
Compaq pulls away in servers
SAN JOSE--The third-quarter picture for the high-performance end of
the global PC market looked solid, but servers clearly outpaced
workstations, according to preliminary data from Dataquest.

Server sales jumped 16.5% to more than 1 million units in the third
quarter, while workstations grew by only 3.9% to 381,835 units, the
market researcher estimates.

The top three server vendors accounted for more than 58% of the
global market in the third quarter, with Compaq Computer extending
its lead, gaining a 27% market share. Dell grew 41% in the quarter,
moving closer to IBM in the No. 2 position. "Dell benefited from an
aggressive marketing strategy on operating systems and
advantageous price/performance ratios on lower-end systems," says
Jeffrey Hewitt, Dataquest analyst.

Shortages of memory chips slowed shipments for many vendors in
the second quarter, but there were no such component challenges
reported for the third quarter, he says. Dell and Sun Microsystems
were the only top-tier workstation vendors to have growth rates
above the industry average, Hewitt notes.

"Some vendors experienced minor shortages in graphics cards in
the third quarter," says analyst Pia Rieppo, But "overall, the industry
is right on track for Dataquest's [earlier] forecast 8%-to-9% annual
growth rate."

siliconstrategies.com
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