SI
SI
discoversearch

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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Gary Kao who wrote (39709)11/10/1997 12:30:00 AM
From: SisterMaryElephant  Read Replies (1) | Respond to of 186894
 
Gary,

<I wonder why CPQ didn't get the conversion going sooner? It irks me that they have recently been able to achieve gangbuster results without being on the leading edge of Intel's latest offerings. Half a decade ago, CPQ was late to convert from the 486 chips to Pentium & paid dearly for the delay in market share.>

My guess is that 5 years ago Intel had the capacity in place to push the Pentium out to OEM's that wanted it ( who did'nt? ). Compaq, as you correctly said, paid for it. This time around, however, Intel does not seem to have the desired volume to repeat, so Compaq did well.

BTW, good observation about Compaq now trying to push the PII.

Regards.

SK



To: Gary Kao who wrote (39709)11/10/1997 12:55:00 AM
From: Paul Engel  Respond to of 186894
 
Gary - Re: "I wonder why CPQ didn't get the conversion going sooner?"

They had a lot of inventory of older product. That was a result of their older BATCH BUILD business model.

Their new Build-To-Order Model will permit them to be more flexible and agile in making big changes in their product makeup.

Looks like Michael DELL has been the real innovator here.

Paul