Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JRI who wrote (46930)	6/9/1998 3:19:00 PM
From: rudedog	Respond to of 176387

The IDC study lags the sales period, so this was not a rehash - their IDC data is maybe a week old. But your point is well taken, and the aggressive price cuts which drove the share gain are not a long-term good business practice. CPQ will lose if it gets into the 'low cost producer' game, except in consumer products where they really are the low cost producer. They need to build a sustainable model around a knowledge-based, services-led product strategy. CPQ is not nearly as good at self-promotion as Dell. Maybe dumping their old PR firm will help. The new one did such memorable promotions as the 'budwiser frogs'.

To: JRI who wrote (46930)	6/9/1998 4:12:00 PM
From: Lee	Respond to of 176387

Hi John,..Re:<<IDC data>> I took the IDC data as a report on the breakdown of different product lines with respect to the total market and competitors. I don't know if the product breakdown and market ranking has been tallied previously, especially since CPQ and Dell have different reporting periods. I presume that the report at this time finally takes into account market share and growth and is not necessarily a commentary on earnings just based on the statement below from the report. According to the latest report from International Data Corporation (IDC)(a), Compaq is number one in both the business and consumer segments in the U.S.. I'm probably wrong, but that is how I viewed the report. Also, data will be released on Dell's market share growth in the laptop market as well so you have something to look forward to. I hear it's pretty good too. Regards, Lee