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Technology Stocks : Compaq
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To: Mao II who wrote (50732)3/1/1999 1:10:00 PM
From: rudedog  Read Replies (2) of 97611
 
M2 -
re: CPQ has now been surpassed in server sales by DELL
You are misinformed, CPQ sells more than twice as many servers as DELL, just in the markets DELL competes in. If you count the CPQ high end products (where DELL has no product to compete with) CPQ is about 4 times DELL in revenue terms.

This pricing is a stunt. IMHO DELL is getting desperate, pushing into sub-1K when the juice is gone, now this. I am getting concerned for their 2Q99. Still holding DELL but getting increasingly nervous by their lack of anything but weak, reactive moves.

CPQ should have a strong push in April when the innovate conference happens. This once-every-two-years event is always a big platform for Compaq to push their vision, products, and partnerships.
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