Compaq Message Board - Msg: 15717248

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Technology Stocks : Compaq

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To: Night Writer who wrote (90896)	4/25/2001 5:20:38 PM
From: Jimbo Cobb	Read Replies (1) of 97611

NW....in general I think if that's the best CPQ can do, then that's pretty sad and they should get completely out of the commercial-PC/low-end server market....I believes Dell's model/cost-structure is such that if CPQ is selling "at cost", then Dell at that same level is still making a nice profit. Dell has no consumer retail presence? Yes but isn't that a benefit....isn't that one of their big advantages...their direct-only model has been able to eat everyone's lunch who does. If CPQ's only hope is in high-end products and services, then that's the only place they should be.... Even if CPQ lowers prices, I'm not sure in a lot of cases it would even matter.....my company buys thousands of PC's a year and I haven't seen a CPQ come through the door in years (except for some high-end servers)....I don't even think they're seriously considered anymore for desktop/laptop from what I've seen. No doubt Dell's margins will suffer some but they continue to do quite well from what I've seen. I'm not a DELL shareholder, but I bought a Dell PC last year, my sister just bought one, and we've both been so pleased I plan to always stick with Dell unless they do something to lose my trust. Jimbo.

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