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


To: Ian Davidson who wrote (29765)2/13/1998 8:36:00 PM
From: Mohan Marette  Respond to of 176387
 
Ian : Thanks for the link to that cpq article. From what I got from reading the article is this:

CPQ price cut is deliberate and part of a strategic marketing plan to achieve the following:

1.To maintain CPQ's leadership position in the server business.(32%)
2.To pave the way for the new Intel Deschute Pentium II processors,
as CPQ's ProLiant servers now have the aging Pentium Pro processors.

As for loosing ground to DELL and IBM, I don't know, they all are going to fight it out in the server market place and the market share of each is going to vary from time to time and we will have to wait untill the numbers come out each quarter.What is going to be interesting though will be to see whether anyone else will follow CPQ in the price cut arena, normally it happens right after one the majors takes the initiate and everybody will follow to maintain their share of the market and not to loose any ground.



To: Ian Davidson who wrote (29765)2/14/1998 11:07:00 AM
From: jbn3  Read Replies (2) | Respond to of 176387
 
Warren Buffet Quote:

"Generally speaking, it's more important to be certain about a business being wonderful than it is to be certain the price isn't 5 percent or 10 percent too high. That's a philosophy that I came slowly to, originally. I used to be incredibly price-conscious."

Thanks for your article, Ian. Perhaps my quarterly estimate for DELL's earnings are too low. Hope so. <VVbg>

DELLish, 3.