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

To: Night Writer who wrote (90896)	4/25/2001 1:16:07 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 97611

Okay, okay, but there is something that I just don't understand. About a year ago CPQ had 70,000 workers, then they cut 2000, then they cut 8000, then in jan they were going to cut 5000, Now they are going to cut 7000!!! Guess how many people now work at CPQ---70,000. Is it that I just "missunderstood" or that talk is cheap??

To: Night Writer who wrote (90896)	4/25/2001 1:26:37 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 97611

"Compaq could crank commercial PCs and low end servers out and sell them at break even prices and still make a corporate profit." Isn't that roughly what they HAVE BEEN doing? Charles Tutt (TM)

To: Night Writer who wrote (90896)	4/25/2001 5:20:38 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

NW....in general I think if that's the best CPQ can do, then that's pretty sad and they should get completely out of the commercial-PC/low-end server market....I believes Dell's model/cost-structure is such that if CPQ is selling "at cost", then Dell at that same level is still making a nice profit. Dell has no consumer retail presence? Yes but isn't that a benefit....isn't that one of their big advantages...their direct-only model has been able to eat everyone's lunch who does. If CPQ's only hope is in high-end products and services, then that's the only place they should be.... Even if CPQ lowers prices, I'm not sure in a lot of cases it would even matter.....my company buys thousands of PC's a year and I haven't seen a CPQ come through the door in years (except for some high-end servers)....I don't even think they're seriously considered anymore for desktop/laptop from what I've seen. No doubt Dell's margins will suffer some but they continue to do quite well from what I've seen. I'm not a DELL shareholder, but I bought a Dell PC last year, my sister just bought one, and we've both been so pleased I plan to always stick with Dell unless they do something to lose my trust. Jimbo.

To: Night Writer who wrote (90896)	4/25/2001 7:03:38 PM
From: Jimbo Cobb	Respond to of 97611

NW...looks like U better start working on Andreas, too.... Message 15717623 jajajajajajajaja Jimbo.

To: Night Writer who wrote (90896)	4/25/2001 8:01:16 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

NW...I think this piece from Forbes.com pretty much tells it the way it is.... biz.yahoo.com It's clear that large companies Compaq and Hewlett-Packard aren't interested in engaging in a PC price war for the sake of market share. They can't afford to. They've got single-digit PC margins compared with Dell's 18%. If they attempted to snag share by steeply cutting prices--as Dell has done for the past several months--they'd probably lose money on every box they sell. Jimbo.