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

To: rudedog who wrote (26557)	5/25/1998 1:18:00 PM
From: Jack T. Pearson	Read Replies (1) \| Respond to of 97611

Dell is not in the top four. At least if you believe techweb.com; Dell isn't in the top four because the report deals with retail only sales.

To: rudedog who wrote (26557)	5/25/1998 5:37:00 PM
From: SC	Read Replies (1) \| Respond to of 97611

Rudedog, no doubt Compaq has been the leader in market share for a while. The latest question has been about its profits. The advantage of Dell is not a rumor for the recent past, at least from their latest profit records and the reports we have seen so far. "IF"Compaq has improved in the latest month, that is good. However even in your quoted report it is not clear whether the slight increase in the unit sales in Compaq's Pentium II machines resulted in increased profit or even revenue. In fact also from the same report you quoted, it says: "April is the cruelest month for PC retailers, too. Despite a 6.2 percent increase in retail unit PC sales last month compared with April 1997, revenue fell 12.3 percent, according to the latest monthly sales data from PC Data." " ... "It was a dead month," said Stephen Baker, senior hardware analyst for PC Data. "It was worse for some people than it was for others, but generally speaking it was lousy." I am curious how Dell is doing for the same period with their latest pentium II machines (which sell at $100-200 more than Compaq) and over all. To be clear, rudedog, I don't own any shares of Dell stock but many shares in Compaq. I am more interested in learning how Compaq can improve its profits like Dell has been making. If this has happened in the latest period I will be very happy for that, but we yet to see the evidence for that.

To: rudedog who wrote (26557)	5/26/1998 2:52:00 PM
From: Judith Feder	Respond to of 97611

>>Despite lots of rumor about CPQ's 'obsolete inventory' and the big advantages of Dell's BTO model in getting hot product to market, CPQ apparently leads in the PII high end rollout, Dell is not in the top four. At least if you believe techweb.com; I believe this article you cite refers to the RETAIL channel only. Thus Dell would not even show up in these numbers.

To: rudedog who wrote (26557)	5/26/1998 2:57:00 PM
From: Roads End	Read Replies (1) \| Respond to of 97611

Jeez rudedog I'll bet you weren't aware the article pertains to retail! <GG> If internet sales are not considered retail sales just what would they be classified as?

To: rudedog who wrote (26557)	5/26/1998 3:37:00 PM
From: Eddie Kim	Respond to of 97611

Yeah, shame on your rudedog. Don't you know that Dell doesn't sell through retail. What kind of hidden agenda are you trying to push onto us innocent investors. If I had listened to you I might have sold my DELL today at $88.

To: rudedog who wrote (26557)	5/27/1998 12:42:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 97611

DOG, I visited the CPQ Online store yesterday and I noticed that they have changed their service policies. Also, I noticed that their prices are now more competitive with DELL's at least on desktop machines. This seems to be a major shift for CPQ. Would you care to comment on what is happening here? Also, there is the claim on the DELL BEAR thread that some New York stores are selling Presario 4660's bundled with color printers, scanners and monitors at 1499. Which would put them at inventory liquidation prices. I do not see this on the West Coast.