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


To: Dell-icious who wrote (31622)8/26/1998 7:54:00 PM
From: robbie  Read Replies (1) | Respond to of 97611
 
Dell-icious - I have a question that you or someone on the Dell thread may be able to answer. I was at at some clients' office today, and they had just received their new Dell 350mhz computer. They told me that they chose Dell because no one else could guarantee delivery quicker. I found out that they had ordered the computer on July 31 and received it on Monday, August 17. They bought a Dell laptop last month and it took about the same amount of time to arrive, they told me. Is this the norm? We are 100 miles from the nearest city, but it is not an inconvenient to drive there to buy a computer off of the shelf, that you can actually see and feel before buying. In fact, it's fun - you can work in dinner and a show or ballgame and make it a real event. And anyone who lives in a city can drive down the street and be home ten minutes later with their new computer. Nevertheless, it seems like anyone could deliver a machine at least this quickly, if that's the way the customer wanted to go. The machines my clients ordered were not specially configured. If this is the norm, why aren't the other PC companies making it the big issue that it should be? As happy as everyone is with the performance of Dell's stock, surely no one is delusional enough to think that Dell actually manufactures a better machine or offers better service than anyone else. I'm worried about my Dell investment, hopefully you or someone on the Dell thread can address my concerns. I guess my question is "How long will customers prefer to order a computer through the mail from one company, when they can order a similar computer through any number of companies, or walk down the street and carry their new computer home?"

Robbie



To: Dell-icious who wrote (31622)8/26/1998 8:13:00 PM
From: williet  Read Replies (3) | Respond to of 97611
 
First, I own over 24,000 shares of CPQ, second until today I had little if any concern for DELL or now GTW. However, I went to the GATEWAY store in Orlando and found that CPQ had a long way to go in the home computor market. Dell's online system for ordering was consise and complete as was Gateway's, while CPQ's was cumbersome and not complete. I have always based my investment decisons on quality and honesty plus earnings of companies. I must say that although I am a very very very small investor in CPQ, after today I will sell YES ALL YOU HUNGRY DOGS all 24,000 shares tommorrow. I find that LU is the DELL of the future.
williet