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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Windseye who wrote (67223)	9/2/1999 9:32:00 AM
From: Elwood P. Dowd	Read Replies (3) \| Respond to of 97611

Doug... The company is being run by mental midgets! I see tv commercial after tv commercial in which they refer to themselves as a computer company but never discuss their product offerings and never post a toll free phone number or a website address. El

To: Windseye who wrote (67223)	9/2/1999 1:42:00 PM
From: rudedog	Respond to of 97611

Doug - As with many markets, each company analyzes the data to make their own share look bigger. I have had access to private studies by Gartner and IDC which distinguish Corporate desktop, SMB (Small-Medium Business) and Consumer desktop. Corporate and SMB together are "commercial desktop". CPQ actually divides their business this way - the PCPG group does corporate and smb, and the consumer division does... consumer desktops. DELL, GTW, HP and IBM have "versions" of their desktop products which are geared for the consumer market by configuration and options, but they do not have a separate business or product line devoted to those categories. The studies I looked at show GTW selling mostly into SMB with little "corporate" penetration. Around 28% of the GTW boxes are sold into the "consumer" market - that is, sold to home users for other than business use. DELL's Optiplex line is what is usually counted in the consumer space. They also sell this into SMB, and the Dimension line also sells into SMB (as well as Corporate, DELL's stronghold). Sales of Optiplex into the consumer market represent about 5% of DELL desktop sales. IBM's Aptiva line and HP's Pavilion also sell into SMB and consumer. The gartner analysis gave CPQ 38% of the consumer market, GTW 11%, HP and IBM 8%, DELL 5%. IDC was about the same.