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 : Gateway (GTW) -- Ignore unavailable to you. Want to Upgrade?

To: wolfdog2 who wrote (4849)11/21/1997 10:43:00 PM
From: Brian Lempel  Respond to of 8002
 
wolfdog, <<dropping disk drive prices are only an advantage if you don't have a ton of the older pricey ones on hand>>

I'd like some backup here, but I think that DELL has insisted that their components be built to order. This is why they have not had inventory problems, and can keep costs down. Also, their quarter ending a month later than the others will help them in this respect.

Brian



To: wolfdog2 who wrote (4849)11/22/1997 8:01:00 PM
From: jim kelley  Respond to of 8002
 
re: market share in the under $1000 dollar segment is approaching 50%.

It was 70% last quarter so CPQ is down 20% in marketshare.
I am expecting it to go to 30% this quarter under the pressure of competition from Packard Bell, IBM and HWP.

GTW apparently has an old batch manufacturing process rather than a true BTO model.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News