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

To: rudedog who wrote (27240)	6/6/1998 9:16:00 AM
From: William Hunt	Read Replies (2) \| Respond to of 97611

rudedog --- sound like there quite a market for new PC'S left : COMPAQ HAS THE YOUNGEST PCS IN THE U.S. CONSUMER MARKET; Business Wire June 5, 1998, 9:08 a.m. PT Packard Bell Maintains Number One Ownership Position by a Wide Margin Business Editors NEW YORK--(BUSINESS WIRE)--June 5, 1998--In Media Metrix' semi annual Top 10 ranking of Windows PC installed base, Compaq ranks first in newest average age (2.6 years) among all home PCs, while IBM ranks first among the oldest average home PCs. Packard Bell maintains its leadership in overall installed base with a 19.6% share of the PC market -- or 6.9 million PCs out of 35.3 million total in US households. IBM ranks second in installed base with 6.9% of the market or 2.5 million PCs and Compaq ranks third overall in installed base with 2.3 million PCs, or 6.5% of the total market. "Our data show there are over 8 million PCs that are more than five years old. This translates into a major opportunity for PC manufacturers to replace those computers," says Bruce Ryon, General Manager and Chief Technology Analyst of the Technology Division of Media Metrix, Inc. "Aggressive pursuers of this market include newcomer Sony, which has the second largest installed base of PCs under one year old - with 277 thousand PCs." *T Media Metrix, The PC Meter Company Top 10 Rankings of Windows PC OEM Brands in Households March 1998 March PC OEM Installed Base Average Age of PC '98 of PCs (000) in Years Ranking -------- -------------------------------------- ------------------- 1 Packard Bell 6,901 3.2 2 IBM 2,450 4.2 3 Compaq 2,299 2.6 4 Gateway 2,295 3.0 5 Acer 1,130 3.0 6 Dell 870 3.8 7 Hewlett Packard 805 3.0 8 NEC 675 2.8 9 AST Research 652 3.2 10 Toshiba 477 2.9 Total PCs 35,285 3.4 BEST WSIHES BILL

To: rudedog who wrote (27240)	6/6/1998 11:26:00 AM
From: FR1	Respond to of 97611

I hear this comment on other threads as well ("There is no CPQ inventory at the stores."). I guess in a way it is good news: 1) The stores are out of stock. 2) The final seal on CPQ/DEC is with the vote late next week. 3) Just a few days later CPQ delivers the keynote speech at PC expo. 4) A whole new line of computers will be introduced. 5) CPQ Computers will pour into stores to fill the empty shelves with no backlog of unsold CPQ computers to compete with. If the shelves were not empty you would have to compete with fire sales on your own computers. It looks like the big show is about to start. I hope the MMs will start buying just before the vote. It's very interesting to note how DELL has figured this out. I have been receiving DELL mailings in the last few days. DELL is doing their new product announcement and sales push right now - when the store shelves are empty or have the old CPQ products and the new product announcements from CPQ have not yet occurred. Ideal time for DELL to sell. I wonder if CPQ will start a direct mail campaign like DELL. Their mini-catalogues sure do look good. No wonder they get such great direct sales.