To: Venkie who wrote (10841 ) 12/13/1997 2:42:00 PM From: Zoltan! Respond to of 77399
Actually, Dell is more a trader stock, given its volatility. This should add to that: Dell Computer Loses its Pricing Advantage Over Industry Leaders in Commercial Accounts Pricing Parity with Compaq, IBM, HP, Reports Computer Reseller News MANHASSET, NY--(BUSINESS WIRE)--Dec. 12, 1997-- The price difference between computers sold by some of the largest vendors and those sold by Dell Computer Corp. (Nasdaq: DELL - news) has all but vanished, blunting the direct vendor's momentum in commercial accounts, according to a report that will be published Monday in CMP's Computer Reseller News (CRN). The predicted turnaround came much sooner than expected, comparing Dell's direct sales to those of indirect vendors like Compaq Computer Corp. (Nasdaq: CPQ - news), IBM Corp. (NYSE: IBM - news) and Hewlett-Packard Co. (NYSE: HWP - news). CRN attributed the three vendors' ''win at all costs'' attitude coupled with cost savings realized from channel assembly and build-to-order strategies as having pushed the timetable ahead from the anticipated mid-1998 shift. Citing channel and vendor sources, Computer Reseller News reports that the channel and its vendor partners have outdueled Dell in recent weeks to win several major bids like Compaq's wins at General Motors Corp. [NYSE:GM - news], Procter & Gamble Co., Halliburton Co. [NYSE:HAL - news] and Georgia Pacific Corp. CRN previously reported that IBM beat Dell at Major League Baseball, among other accounts, and that Hjust unseated Dell as the desktop standard at Delta Air Lines, according to channel sources. biz.yahoo.com Major accounts and price trends do not look good at all. May be time to trade out. Regards