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

To: The Duke of URL© who wrote (89275)	1/26/2001 12:16:07 AM
From: profile_14	Respond to of 97611

Duke, regarding the HC, I agree, but my sense is that I think they throw out a number only to realize later what they have. When they first announced the first headcount reduction, and then subsequently as well later in the year, some big changes were underway. I am not defending or attacking, but I get the sense that they were a little unsure of themselves. In a price war, price is king, unless there is some other compelling advantage to back off and not decimate the market. Dell has no options but to fight on price, but on the marginal cost, they are both the same if they are manufacturing direct. As to inventory, there is some channel sales going on, but there is also service and higher level systems which are blended into that figure. It is misleading. As to the buttons, I hate them personally even for high end machines. Personally, I would standardize the configurations, get away from the unorthodox, and crank the assembly lines. As to the iPaq's, they are cranking them out as fast as possible. That was a huge mistake in planning, but not one that was foreseen, since they had a fiasco with their earlier pocket pc years earlier at a fraction of the volume. I think there were not only manufacturing constraints, but color LCD screen (parts availability) constraints as well. Best,