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

To: Rosemary who wrote (8460)	11/3/1997 9:20:00 AM
From: Boplicity	Respond to of 97611

NEW YORK -(Dow Jones)- Compaq Computer Corp.'s strong September performance in retail outlets pushed the company past Toshiba Corp. for the first time in total monthly U.S. sales of notebook computers, according to a market research firm. The results suggest Toshiba's longtime notebook market leadership is being challenged, said Matt Sargent, analyst at Computer Intelligence in San Diego. Because of strong sales earlier in the year, Toshiba is still expected to be No. 1 in annual sales, he said. Compaq's strength in September came after it released new products in August and because of a marketplace anamoly in which retail sales of notebook units exceed sales through resellers that mainly serve businesses. In the overall notebook market, Compaq's September market share was 28.8%, compared with 25.3% for Toshiba and 18.2% for International Business Machines Corp. In retail sales, Compaq had a 42.4% market share and Toshiba had a 24.3% share. In September 1996, Toshiba led the overall U.S. notebook market with a 41.5% share, followed by IBM at 19.8% and Compaq at 17.3%. Toshiba, the only Japanese maker to dominate a major U.S. PC market, has worked to protect its status as the world's top supplier of notebooks. Compaq, the world's top supplier of desktop personal computers, has cut prices and made other moves in an effort to capture market share. Compaq led the notebook market until 1994, when it lost market share to Toshiba. Many other notebook players have been quickly lowering prices and adding features in an effort to increase sales. Notebooks are a rapidly growing and very lucrative segment of the PC market. But the Gartner Group Inc., an influential consulting and market-research firm, a few months ago issued a report warning of a "quality crisis" in the notebook industry. Copyright (c) 1997 Dow Jones & Company, Inc. All Rights Reserved. Transmitted: 11/03/97 08:40 (L100ZTym)

To: Rosemary who wrote (8460)	11/3/1997 10:00:00 AM
From: hpeace	Read Replies (1) \| Respond to of 97611

rosemary, they will provide what the industry calls account control. this is fantastic. It will be from the acct. rep that calls on corps. and goes to corps. The dell thread may not know this but I have a dell rep that is assigned to me and it's via phone but that dell rep is my account person.(that's bec. I one of the few dell posters that actually buy the pc's in bulk or even compared to them (more than one<gg> cpq will have the same now . there have only been new lreaese on it and it will take so time.

To: Rosemary who wrote (8460)	11/3/1997 11:24:00 AM
From: BILL CHOW	Respond to of 97611

Rosemary: Before buying Tandem, Compaq planned to hire ~3000 sales people to go after the Enterprise market. Selling to Enterprise is different than what Compaq was doing. Buying Tandem Compaq immediately have 4000 sales people who already have their foot in the doors. Tandem do not sell Tandem product alone. It usually comes with partners. These partner could be PC, software, network products. Instead of AST PCs Tandem will be selling Compaq PCs. Do you know what it would take to hire 3000 experienced sales people and get them into the corporate doors? Cheers