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

To: Wally Mastroly who wrote (10112)	12/4/1997 11:23:00 AM
From: jim kelley	Respond to of 97611

In September CPQ was reported to have 67% of the revenue market for low cost PC's. In October that number went to 42% because of improved competition from HWP and Bell. The article has been posted on this thread several times. If you want different numbers ask steve.

To: Wally Mastroly who wrote (10112)	12/4/1997 12:21:00 PM
From: hpeace	Read Replies (1) \| Respond to of 97611

wally, my numbers for cpq sub k boxes are 29% in july 67% in aug 70% in sept for a weighted avg. of maybe 57-58 % for 3 q. true, cpq expected the 1 k boxes to have competiton. so their market share is down. BUT, IT'S BECASUE THEY HAVE 200MMX'S AND P233'S AT A SUPER PRICE AT alittle over 1k. This is eveidenced by a report that says oct shipments were up 70% and novemeber was strong too. Jim will not ever give you correct info on cpq bec. is doesn't look at it objectively. At best for 3q cpq had maybe 58-59% that is tops for sub 1k..jim is spreading rumor it was 70% and to date has posted no report to show this. now their is a chance at reading stuff to misinterpret and get 70%. but, all the evidence shows it wasn't even 60%. recent reports confirm this. I will give you all the analsyst reports to back this up. But, first let me tell the thread what I created over the last 2 days. exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com news.com exchange2000.com All get the rest in a few minutes in another post

To: Wally Mastroly who wrote (10112)	12/4/1997 12:39:00 PM
From: hpeace	Respond to of 97611

rest of data techweb.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com I need to find the cpq had 29% or so hsare in july... I can find where hp,ibm and cpq added up to 55%.. I'll find that last one.. maybe the bears would like to explain how if cpq had 70%+ increase in units in october and nov. is strong too and they are selling less of the 1k..let them explain how this is bad for cpq. I actually thnk that cpq's 1100-1400 boxes are dynamite and they are selling them. Let the bears post proof. I don't have to worry..they were worng ..dead wrong about 3q 97. and they will be worng dead wrong out cpq and dell on 4q. I remember in july when I said that cpq would gain a monster protion of units in the 3q..they drummeed me off the thread. then it turned out I was right and they said "oh..that was obviuos????" they will be worng on this too. SINGAPORE -(Dow Jones)- Compaq Computer Corp.'s (CPQ) Singapore-based regional sales and marketing unit said Monday it has reduced prices of its notebook computers by as much as 34%. An official of Compaq Computer Asia Pacific Pte. Ltd., said that the latest price cuts apply to the computer maker's Armada line of notebook computers. NEW YORK, Nov 28 (Reuters) - Shares of Compaq Computer Corp and Dell Computer Corp rose in active trading Friday as investors expressed greater confidence in profit margins and earnings prospects for computer manufacturers, analysts said. Compaq, the most active issue on the New York Stock Exchange, jumped as much as 2-1/16 in early trading to 64-3/16. Shortly before the exchange's scheduled early close of 1300 EST, it was up 5/8 at 62-9/16 on a volume of about 3.8 million shares. Dell, which reported stronger-than-expected earnings earlier in the week, rose as much as 1-1/2 to 85-3/8 before settling back to 84-5/16, up 7/16. It was Nasdaq's fourth most active issue with more than 2.5 million shares changing hands. Sanford C. Bernstein analyst Vadim Zlotnikov, who reiterated a buy rating for Compaq on Wednesday, said shares of larger personal computer makers, such as Compaq and Dell, were being boosted by growing investor confidence in margins. "As component and disk drive makers face continuing pricing pressures, it benefits PC makers by helping their margins," Zlotnikov said. He said he expects Compaq shares to continue rising toward the $75-$80 per share range over the next six months. Southwest Securities analyst analyst Gene Ramirez said PC makers continue to benefit from Dell's better-than-forecast third quarter results Monday of $0.69 per share. It had been forecast to earn $0.65 per share. "It proved to the investment community that growth in the sector isn't slowing, the industry remains pretty healthy," Ramirez said. "Both these companies are leaders. There is ample room to grow for both these companies, at home and abraod," Ramirez added.

To: Wally Mastroly who wrote (10112)	12/4/1997 1:55:00 PM
From: hpeace	Respond to of 97611

more data news.com put cpq into this exchange2000.com there are two views on cpq channel invenotry. this one knows that unless cpq rasies inventory in channle during this time of tr. they are dead. so, they look at yr to yr inv. level which is another story. quote.yahoo.com look at the price drops on sub k..heck the p400 will be some k one day. read the last sentence of the link in here. exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com IF JIMBO WANTS TO POST FACTS LIKE HOW HE KNOWS THAT CPQ'S MARKET SHARE WAS CLSOE TO 70% AND IF CPQ ISN'T SELLING 70% + INCREASE IN OCTOBER FOLLOWED BY STRONG NOVEMBER..LET HIM DO IT. this trend will continue but if I get a p200mmx for 1199 or a p233 for 1400.then I'm buying that this can account for some of the market share going to hp and ibm news.com cpq only has to price protect 15 days but, I bet that in 3q they reserved off drastic price reductions in 4q. this means that 3q accounted for the price drops on some of the sales and so it doesn't hurt 4q97 exchange2000.com exchange2000.com