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

To: StockMan who wrote (16471)	2/3/1998 7:31:00 PM
From: Andreas	Respond to of 97611

Thread; Here's something to read if you haven't seen it already. Compaq's combined retail unit sales of notebook and desktop computers surpassed those of Packard Bell NEC for the fifth consecutive month in December, according to Intelect ASW Marketing Services, based in New York. Intelect ASW's monthly audit of retail and dealer PC sales showed Compaq notched a 53 percent increase in unit sales in December, when the overall increase in unit sales for the entire retail channel was 14 percent. Packard Bell saw its retail unit sales decline by 18 percent for the month. Packard Bell has been careful in recent weeks in the way it parses Intelect ASW's data. After an initial report on CRWI showing Compaq ahead of Packard Bell in November, Packard Bell issued its own release stating that the combined sales of Packard Bell and NEC put the company ahead of Compaq. Packard Bell has released reports showing its share of desktop-only PC sales has been higher than Compaq's during September, October, and November in combined retail channel unit sales, though Houston-based Compaq has been tops in the computer superstore channel. Intelect was not able to provide the latest data on desktop-only market share, but an analyst at the company said Packard Bell had a difficult December, reflected in an 18 percent decline compared with December 1996. Hewlett-Packard continues to gain ground, nearly tripling its sales from the year-ago period with a 197 percent increase in unit sales in December. Palo Alto, Calif.-based HP is challenging Packard Bell's hold on second place. Another retail sales auditing company, PC Data, in Reston, Va., reported December hardware sales data two weeks ago that showed HP and Packard Bell in a dead heat, each with slightly less than 16 percent of retail unit PC sales. IBM was the fourth-largest player in the retail PC market in December, according to Intelect ASW, with flat sales compared with December 1996. Acer held onto fifth place with a 70 percent increase. In addition, Toshiba saw a 24 percent decline in unit sales, for sixth place.

To: StockMan who wrote (16471)	2/3/1998 7:33:00 PM
From: robbie	Read Replies (2) \| Respond to of 97611

OT****Stockman, you are right on AMD. But I only had 400 shares, and sold calls all the way down. Sold all my AMD and put the money in AMAT at 26. So I didn't lose much and it was a good learning experience. Now I invest 95% of my money in the greatest world-class companies, like AMAT, CPQ, and Intel (your favorite). I won't trade insults with you anymore (although it has been great fun), but I will tell you that if you want to be a CPQ basher you are in for a long, hard life. Robbie