Quoted from the news "Meredith said that Dell still has no plans to enter into the sub-$1,000 PC market, saying that it does not represent the "profit pool" that Dell normally pursues. ..." and they are doing great. I hightlight the difference in the latest news between Compaq and Dell below.
Jim says: <<Who says Dell is out selling Compaq? Last I checked, Compaq still had the largest market share. >>
I didn't mean that. You can give away your products (because they are not better) many times more and still don't make a dime. I mean the trend is there, especially contrasted by the announced bullishness and confidence of Dell's officials about their business growth and their well received products on desktop and laptop alike, accompanied by the increased earning estimations by analysts. In contrast to Compaq's recent financial performance problems and disappointing news coverage of their products and services. Specifically quoted directly in the news below, in addition to my personal impressions I just mentioed: (I would like to see Compaq will changed all that...)
1. "Dell Challenges IBM as Top Notebook Vendor in First Quarter 1998 Corporate Customer Satisfaction Ratings
" while
"Compaq Notebook Quality and Service Drops Dramatically While Toshiba Shows Marginal Improvement". ...
"Dell's major strengths against the competition include availability, long-term reliability/durability, technical support response, repair time, overall hardware quality, price/performance, and total cost of ownership." ...
"Customer satisfaction scores for Compaq CPQ declined substantially over the previous quarter, particularly in the services areas (technical support response, global service/support, and repair time). Compaq's major weaknesses against the competition are for product design, technical support response, global services/support, repair time, overall hardware quality, and price/performance. "
2.
" Dell Computer Corp. chief financial officer Tom Meredith said that PC demand is "robust" ... "
""We only have five to six percent market share," Meredith said, adding that Dell is a "hair's breadth" away from becoming the number "Meredith said that Dell still has no plans to enter into the sub-$1,000 PC market, saying that it does not represent the "profit pool" that Dell normally pursues. ..."
two PC maker."
"Meredith said that by geographies, demand for Dell domestically (in the U.S.), demand is "very, very robust, Europe is even more robust and Asia Pacific is healthy," he said. "
investor.msn.com
Dell Challenges IBM as Top Notebook Vendor in First Quarter 1998 Corporate Customer Satisfaction Ratings
May 1, 1998 09:03 AM
HAMPTON, N.H.--(BUSINESS WIRE)--May 1, 1998--
Compaq Notebook Quality and Service Drops Dramatically While Toshiba Shows Marginal Improvement
...
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investor.msn.com
Dell Challenges IBM as Top Notebook Vendor in First Quarter 1998 Corporate Customer Satisfaction Ratings
Dell says PC demand "robust"
April 27, 1998 07:42 PM
SAN FRANCISCO, April 27 (Reuters) - Dell Computer Corp. chief financial officer Tom Meredith said that PC demand is "robust" and that the competitive PC landscape is "rational."
Meredith told a Hambrecht & Quist technology conference that as PC market share continues to consolidate among the top five players, there is still an opportunity for Dell to gain more market share.
"We only have five to six percent market share," Meredith said, adding that Dell is a "hair's breadth" away from becoming the number two PC maker.
He also said that Dell's sales over the Internet are now approaching an annual run rate of about $1.5 billion, based on the last quarter's Meredith said that Dell still has no plans to enter into the sub-$1,000 PC market, saying that it does not represent the "profit pool" that Dell normally pursues.
data of about $4 million a day in revenues coming from sales at its Web site.
But he added that Intel Corp's INTC next version of its Celeron family of chips for the low-cost market, code-named Mendocino, represents a more interesting opportunity than the first Celeron chip, which has received some bad reviews.
"Certainly the sequel to Celeron, Mendocino, becomes more interesting," Meredith said, but he added that Dell remains focused on the higher-end systems.
He said he could not comment about the quarter, because Dell is in its quiet period, with its quarter ending Friday.
Meredith said that by geographies, demand for Dell domestically (in the U.S.), demand is "very, very robust, Europe is even more robust and Asia Pacific is healthy," he said.
REUTERS |
