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

To: Night Writer who wrote (96382)	3/20/2002 11:07:33 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

The following was posted by Skep at the Zoo and was lifted by him at the SI AMD thread. El To:dhellman who wrote (75033) From: fyodor_ Wednesday, Mar 20, 2002 9:14 AM View Replies (2) \| Respond to of 75053 Dell lost 1/3 of its business in servers, notebooks and desktops! OUCH! And all that in the space of just a single month… makes you wonder how much these figures normally fluctuate. Vendors Feb‘02 Jan ‘02 Feb ‘01 M/M Yr/Yr (Notebook) Compaq 30% 18% 19% 66.70% 57.90% Dell 14% 21% 14% -33.30% 0.00% (Desktop) Dell 15% 22% 26% -31.80% -42.30% Compaq 10% 12% 16% -16.70% -37.50% (Servers) Compaq 30% 18% 19% 66.70% 57.90% Dell 14% 21% 14% -33.30% 0.00% The strong Compaq numbers makes you wonder how much Compaq really needs to be bought out by HP… especially when you consider HP's market share (which I didn't include above, but is 7%, 4% and 4% for notebooks, desktops and servers, respectively). -fyo