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Technology Stocks : PC Sector Round Table

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To: Mark Oliver who wrote (349)5/13/1998 7:02:00 PM
From: Yogi - Paul  Read Replies (1) of 2025
 
Mark, thread,
Compaq commenting on changing PC players in Europe and Africa.

You know, I missed all of this, Tulip, Siemens, etc-- shows how much you can miss when you concentrate on Asia and US and forget the rest of the world.

INTERVIEW-Compaq sees further Euro shakeout
By Marcel Michelson
PARIS, May 13 (Reuters) - Compaq Computer Corp (CPQ - news) expects a further shake-out in the European computer industry following the demise of Tulip Computers NV (TULN.AS) and Siemens-Nixdorf's (SIEG.F) decision to stop making computers.

Andreas Barth, senior vice president at Compaq and general manager for Europe, Middle East and Africa, said he was waiting for the moment when Vobis Microcomputer AG also quits the computer-making scene, and for the day Fujitsu Ltd (6702.T) raises its prices.

''Siemens Nixdorf will continue to be a market force,'' Barth told Reuters in an interview here, commenting on a recent deal in which Siemens turned its personal computer unit over to Acer Inc (2306.TW) of Taiwan.

''What we are seeing is that they have cut back a little on their aggressiveness on the prices in the German and European market. They were buying market share,'' Barth said on the fringes of the Microsoft (MSFT - news) Windows CE strategy day, where Compaq launched its C-series of handheld personal computers in Europe.

''What we are seeing now is that people like Fujitsu and Vobis are still driving that game. I don't think that it is a long-term strategy and I am waiting for the moment that Vobis will be out of business -- not as a retail chain but as a manufacturer,'' Barth said.

*more followed* biz.yahoo.com

Yogi

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