Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rudedog who wrote (69900)	10/25/1999 1:13:00 PM
From: Mao II	Respond to of 97611

rude: I am certainly with you there!! M2

To: rudedog who wrote (69900)	10/25/1999 3:17:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 97611

rudedog. "Progress and increasingly good execution will win my vote." I agree. And thanx for all your posts on CPQ's strategy. Let's hope MC can execute better than EP. For those anxious for a quick turnaround, take a look at IBM's pattern from the low in 1993 to recovery. Note that PE actually dropped from '94-'95. Year EPS Price PE 1993 -0.01 12.6 NA 1994 1.23 16.0 13.0 1995 2.76 23.2 8.4 1996 2.76 31.2 11.3 1997 3.01 44.3 14.7 1998 3.29 71.4 21.7 1999 3.72 93.0 25.0 It took 4 years for a "triple" but share bought at the average price in 1993 were better than a 7-bagger by 1999. Not bad, if you're patient. Obviously, the pattern will be different for CPQ, but clearly the lesson is PATIENCE can be rewarding. HL

To: rudedog who wrote (69900)	10/25/1999 5:47:00 PM
From: rupert1	Read Replies (2) \| Respond to of 97611

rudedog: Did you get your info that DELL was No. 1 in the UK from Dataquest or IDC? The following posted by helpinout seems to disagree. I must say that apart from the glossy TV ads (and some internet banners) clearly target at the business sector, DELL does not have an equal presence with COMPAQ in the UK. COMPAQ has a plant here and sponsors a great many sporting events including soccer and its ads are ubiquitous. It also appears to be hiring in quantity. _____________________________________________ However, Dell lost the number one slot in the UK back to Compaq. Last quarter it overtook Compaq for the first time, with 18.5 per cent of sales. But figures out by UK research company Context today show that Compaq took 18.8 per cent of sales for Q3, from 15.8 per cent for Q2. Dell slipped to 17.1 per cent. Jeremy Davies, a senior partner at Context, told The Register that the cat and mouse games between the top two vendors would end, with Compaq the victor. "Dell's success is a seasonal blip. It has had its products there at the right time. It soaked up a lot of SME sales, and had finished its already finished its transition in portables, whereas Compaq has had top level changes and has been through a portable product refresh." However, Davies said Compaq's broader product range and wider spread of customers would win through in the end. Analyst Charles Smulders, a PC analyst at Dataquest, agreed. He said: "As we get into the fourth quarter, it will be more difficult for Dell because Compaq has more consumer sales. That works in Compaq's favour in the fourth quarter." ®