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

To: Elwood P. Dowd who wrote (71723)	11/12/1999 11:30:00 AM
From: rudedog	Read Replies (3) \| Respond to of 97611

El - This attitude on the part of DELL management is one of the things that concerns me most about DELL. I have not heard CPQ even mention DELL, let alone bash them, since Pfeiffer left. Yet DELL management continually uses schoolyard taunts about CPQ, often, as in this case, incorrectly. I just looked at a private analysis of the UK market last week which indicated that DELL had shown a brief lead due mostly to reporting anomalies but that they were actually losing traction in the UK. Why would DELL management make that a public issue? What do they have to gain? If they are making sales, great, if not, why highlight the problem? Another astute poster asked a telling question - how come DELL touts their #1 position in the US but only talks about percentage gains in every other market? hint: look at their relative position in other markets... DELL is about to become the only major OEM to tie their fortunes to the continuing viability of the PC market. IBM, CPQ and HP have already geared up to survive and thrive without PC growth, GTW seems on a path to do the same.

To: Elwood P. Dowd who wrote (71723)	11/12/1999 12:17:00 PM
From: Kenya AA	Read Replies (1) \| Respond to of 97611

El and rudedog: Smarmy is the word that comes to mind for me. Ooops, just noticed you said CEO - thought you were talking about Meredith. Was MSD on too? K

To: Elwood P. Dowd who wrote (71723)	11/12/1999 2:11:00 PM
From: Salah Mohamed	Respond to of 97611

EL ... About UK Market Share >>the DELL ceo said that they had taken from CPQ what had been CPQ's "bedrock" position as leader in the British market place. He was quite surly about it. Dell CFO is lying or he is misinformed. Dell took #1 in the UK in Q2 but in Q3 CPQ regained the #1 position by a wide margin. --------------- Posted 25/10/99 1:57pm by Linda Harrison Compaq and Dell play cat and mouse with PC sales theregister.co.uk From the article: 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." --------------- To get the full article go to the URL above and search for Compaq.