(Thnx to JuJu1015, K.M. Strickler, & LongonDell for your responses)
Concerning your question on marketshare: Based on my limited knowledge of the history of Dell (limited compared to some of you guys!), it appears that Dell has frequently (and consistently?) been able to take away marketshare from PC vendors (for many quarters now, in fast growth, and semi-fast growth markets). I am unsure if Dell will take marketshare solely from CPQ in the near future (or perhaps even IBM- another post mentioned that they too had been stuffing), but it seems highly likely that this trend (taking away marketshare) will continue, or even accelerate. It appears clear that Compaq is scrambling right now, and will probably lose a little marketshare. How much probably depends, as you correctly mention, as to how fast they can get their inventory problems in order.. The Dec acquisition, I think, will be a real distraction for CPQ's senior management this year. I'm so glad that Dell continues to focus, focus, focus.
Dell has done a great job diversifying into workstations, servers, and Asia/Europe over the past couple of years.....I think these areas will carry the company higher over the next couple of years, along with a Ok-good US PC market.
I think Piper Jaffray announcement was a great summation of my view of the next12 mos., although I think the stock will hit 100 within 6-9 mos.
By the way, LU is simply amazing, isnt it.....Would call it a gorilla....Dont think one can go too wrong owning LU, or CSCO over the next couple years.... |
