SI
SI
discoversearch

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: Chuzzlewit who wrote (56785)8/6/1998 5:23:00 PM
From: JRI  Read Replies (2) | Respond to of 176387
 
<Compaq enjoys only one advantage, and that is that it is able to
purchase components at lower prices than Dell. >

As you know, this once (formerly big) advantage is (likely) decreasing with every quarter that Dell outgrows CPQ....I wonder how big an advantage CPQ will have in 2/3 years when Dell is equal/approaching equal in overall unit sales? <G>



To: Chuzzlewit who wrote (56785)8/6/1998 6:08:00 PM
From: BUYandHOLD  Respond to of 176387
 
Chuzzlewit

Points 1, 2 and possibly 3 itemized in your post are under intense assault since CPQ has successfully reduced inventory pipeline from 6 to 2 weeks (CNBC today). Of course DELLs advantage (<1wk) still remains.

Some market watchers insist that CPQs position as market leader is more formidable than ever.

The picture for the whole PC industry looks ever so rosy however.

B&H


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News