Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Omaha Investor who wrote (24369)	12/6/1997 7:53:00 PM
From: jim kelley	Respond to of 176388

CPQ is facing a lot more competition in the consumer market for the low cost PC from the likes of HWP, BELL, IBM and a host of no-name suppliers. Their share of this market will probably come in at 30% at the end of December. Way down from 67% in September. CPQ is having trouble meeting its BTO channel inventory goals of 2-3 weeks. They are currently at 5-6 weeks. Still, CPQ will probably turn in a good Q4 because the consumer business represents only 20% of their sales and the corporate market is still strong for them. Europe may also help out as they are in a business upturn. Anyway their business problems are more complex than DELL's.