Compaq Message Board - Msg: 3160990

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Technology Stocks : Compaq

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To: Kenneth R Miller who wrote (13467)	1/13/1998 9:33:00 PM
From: hpeace	Read Replies (2) of 97611

the dellites don't beleive me when I say that IDC and other research firms say that cpq's large volumes gives them cost advantages ver dell and others, but idc is saying it again in the report of servers. below is an except saying it again ___________________________________________________________________ IDC research analyst Amir Ahari says that the company garnered 35 percent of the revenues, compared with 12 percent for HP and 11 percent for IBM. Together with Dell's (DELL) six percent share and Digital's five percent share, the top five vendors gathered 69 percent of the PC server revenue. IDC's Ahari says Compaq has done a good job of using its economies of scale to move high-end server technology into mainstream markets. "Some of the [high-end server] technology from Tandem is creeping in to the lineup, and watered-down versions of Tandem's fault-tolerant technology should appear by the end of the first half of 1998," Ahari says.

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