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: PCSS who wrote (91076)	5/3/2001 10:07:14 AM
From: Elwood P. Dowd	Respond to of 97611

Michael: CPQ @ 18.01 and holding up pretty well in the face of a down day for techs. Speaking od "green," I'm off to play 18. El

To: PCSS who wrote (91076)	5/9/2001 9:01:05 AM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

WSJ article on IPAQ and PALM in Euro by: iwannabeacpqman 05/09/01 08:58 am EDT Msg: 234471 of 234471 Compaq Cuts Into Palm's Share Of European Hand-Held Market By DAVID PRINGLE Staff Reporter of THE WALL STREET JOURNAL LONDON -- Compaq Computer Corp. is beginning to erode Palm Inc.'s huge lead in the western European personal organizer market, according to figures due to be released Wednesday. U.K.-based market research firm canalys.com Ltd. said that Compaq's share of the market in the first quarter of 2001 leapt to 12% from 2% in the same period in 2000. Palm, by contrast, saw it share slip to 41% from 52%. Canalys's figures include hand-held computers and mobile phones equipped with a range of personal organizer functions such as a calendar, notepad and address book. In all, some 841,000 personal organizers were sold in western Europe in the first quarter, with Palm shipping 347,000 units to Compaq's 100,000. Third place went to Japan's Casio Electronics Co., at 80,000. Chris Jones, an analyst with canalys, said that Compaq's performance was partly due to pent-up demand for its high-end iPaq hand-held computer, which built up during a period of supply problems in the second half of last year. "Airport shops sold huge volumes to executives desperate to use this desirable hand-held," said Mr. Jones. However, he warned that the iPaq's price is high compared with rivals, and Compaq still has to prove it can sustain that level of demand. Palm is planning to launch a couple of new products in Europe this quarter and cut the price of existing models. Mike Weatherley, its vice president for Europe, said that the launch of a color screen organizer, the Palm m505, should help Palm fend off the challenge from Compaq at the top end of the market. "We were a little bit slow in introducing the new models," he added. Canalys said the western European market is currently growing at 104% per annum and it expects that growth rate to continue throughout 2001 despite a slowdown in the U.S. hand-held market.