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

To: PCSS who wrote (85548)10/13/2000 8:07:48 PM
From: Salah Mohamed  Respond to of 97611
 
Micheal ... About Laptops

>>>WHY is CPQ seemingly failing to gain mind-share and market-share in the laptop marketplace ???

DELL and IBM are eating CPQ's lunch here & CPQ's responses have been ineffective.<<<

I don't know where you are getting this info from. According to Winkler the laptops are doing very well. Read:

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Which products made the difference on the bottom line?

The portable lineup was rewarded with 31 percent growth year-over-year--in fact, 41 percent sequentially. And that's a big part of the turnaround, because those tend to be higher-profit, higher-margin devices.

news.cnet.com
**************



To: PCSS who wrote (85548)10/13/2000 9:24:12 PM
From: rudedog  Read Replies (1) | Respond to of 97611
 
Michael - Why do you feel DELL and IBM are "eating CPQ's lunch"? CPQ's laptop sales have been almost as strong as DELLs, and way stronger than the rest of the commercial line. Consumer grew laptops at over 70% and commercial grew laptops over 30%.

IBM has gotten good response to a fine laptop line. DELL also has strong products. They deserve to get some share.

But why do you feel CPQ is weak in this area?


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