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: profile_14 who wrote (91078)	5/3/2001 12:51:35 PM
From: tonyt	Respond to of 97611

The Mean Season: Is Dell Winning the War, but Shooting Itself in the Foot? By Thomas Lepri Senior Writer 5/3/01 12:08 PM ET To PC investors, the lesson of this earnings season seems obvious: Dell (DELL:Nasdaq - news) keeps crushing the competition in a vicious price war. The evidence is hard to deny. But it's far less clear how much damage Dell itself is sustaining in the process, and how well the company's profit margins will be able to rebound when PC demand finally strengthens. Full Story: thestreet.com

To: profile_14 who wrote (91078)	5/3/2001 12:52:17 PM
From: tonyt	Read Replies (1) \| Respond to of 97611

Compaq sees computer price war continuing NEW YORK, May 3 (Reuters) - Compaq Computer Corp. (NYSE:CPQ) Chairman Michael Capellas said on Thursday that his company was going to continue to lock horns with Dell Computer Corp.(NASDAQ:DELL) and other rivals by slashing prices on key computer lines in a battle for market share. Capellas said it wasn't a question of whether there was a price war. "We're in a price war," he told Reuters ahead of a speech at the Merrill Lynch Hardware Technology conference. "We've really stepped it up," he said. Capellas said that among the product lines where Compaq -- which lost the No. 1 PC maker position to Dell during the first quarter -- was cutting prices included industry standard servers, certain storage products and on major corporate accounts. He said that the price cuts would continue to pressure profit margins. "When pricing gets tough, margins don't get better," he said. Copyright 2001, Reuters News Service