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: zalesky who wrote (58193)	8/14/1998 7:58:00 AM
From: Ex-INTCfan	Read Replies (1) \| Respond to of 176387

Steven Call: Re Compaq better than Dell. Dell is doing so well because they listen to the needs of the PC market, and fulfill them. Examples of this are BTO and an established Internet ordering system. Compaq is caught up in the corporate politics which often accompany large companies, and this is how they have making many of their decisions. Examples include: - The goal of becoming a $50 billion computer manufacturer. This is an internal goal, not a customer-oriented goal. - Late to the game on direct ordering because they didn't want to aggrevate resellers. - Not spinning off Altavista, despite the fact that Altavista can grow better if run independently. While Compaq has been slow out of the gate with direct ordering, including Internet orders, Dell is now doing an average of 6 or 7 million dollars a day over the web. Recently, it took over a month for Compaq to deliver a custom machine to my office (I would have chosen Dell, but IT wouldn't let me.) Compaq is not nimble enough to keep up with Dell. Period. This does not mean Compaq's stock won't go up. It will. But if Compaq can advance despite making internally-oriented decisions, Dell can continue to advance further by reacting to and anticipating market demand.