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Technology Stocks : Compaq
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To: profile_14 who wrote (91081)5/3/2001 1:36:49 PM
From: rudedog  Read Replies (3) of 97611
 
Profile - I don't agree with your analysis - CPQ can play the price war game as long as they want. CPQ gets 5% of its profits from PCs, DELL gets 80% of its profit from PCs. So it costs DELL a lot more to fight the war. While their efficiency probably makes that manageable, CPQ can subsidise a PC price war as long as they want. Now that it has also gone into the low end of the volume server segment, it probably is more like 50% of CPQ's profit against 100% of DELL's - but DELL is not a lot more efficient in the server business than CPQ.

Take a look at
Message 15750604
on the DELL thread.
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