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Technology Stocks : Compaq
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To: Andreas who wrote (90340)3/16/2001 9:24:28 PM
From: rudedog  Read Replies (1) of 97611
 
Andreas - re:"it appears that dell is able to compete with cpq in virtually every market segment with significant efficiency and particularly cheaper pricing."

That is true in only 2 segments - NA PC sales, and NA 1 and 2 processor server sales.

Outside of NA and the UK, CPQ outsells DELL by 2 to 1 in PCs. In servers, they outsell DELL by nearly 4 to 1 world wide, and by more than 3 to 1 in NA. CPQ is #2 in storage revenue behind IBM and most studies put them neck and neck. In enterprise storage EMC is ahead. DELL has no significant storage business.

DELL runs their manufacturing on a CPQ Himalaya. DELL has almost no high end server business - they are not in the top 5 in that game. They also have no service capability. They call customer service contracts and pre-configuration services a services business but that does not fool anyone.

I don't think the purchase of DEC was the smartest thing CPQ ever did, but the plain fact is that DELL does not have ANY products which compete with the businesses CPQ acquired with DEC or Tandem.
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