Compaq Message Board - Msg: 9608377

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Technology Stocks : Compaq

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To: rupert1 who wrote (61628)	5/19/1999 9:00:00 AM
From: Elwood P. Dowd	Read Replies (2) of 97611

Gregory Mullineaux (126596 ) From: banker's lady Wednesday, May 19 1999 8:48AM ET Reply # of 126611 Insight and Compaq Team Up With "Beat Dell" Pricing Just received an e-mailed advertisement from Insight with details of a partnership between Insight & Compaq. Compaq is now offering "Configure-To-Order PC'S" with "Selection and Prices That Beat Dell".. this is part of Compaq's "new Partner Direct Program" ... Well, they say imitation is the highest form of flattery. Obviously Compaq isn't capable of originality & this is their attempt to "beat Dell"... I don't see this as any serious threat though personally for the following reasons: 1. Offering to built to order is different from being able to follow up & follow through in a timely manner- Dell does, but can Compaq? 2. Building & selling a machine is only one part of the strategy- A successful company must be able to stand behind the product they sell. Compaq has a terrible reputation for poor custumer support whereas Dell is probably the most highly regarded in this aspect. 3. Inventory Control: Dell dosen't stockpile inventory, therefore does not have to "eat" outdated parts- Unless Compaq changes their way of doing business radically they will still be behind the power curve vs the Dell business model- and I don't believe they could have developed strategic inititives with suppliers to drop ship vs warehouse parts this quickly, so I believe their bottom line will suffer on this aspect still. Any thoughts? Next Previous \| Previous \| Next \| Respond \| Quotes - 100-Day Chart - News - Profile - Earnings - Discussion - Computers View SubjectMarks Bookmark this Subject Dell (NASDAQ: DELL) Date: May 18 Last Trade 44 1/16 Change 0unch0) Bid 44 00 Ask 41 00 Volume 0247,5000 Prev.Close 44 1/16 Open 0.0

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