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

To: rudedog who wrote (33271)	9/22/1998 8:09:00 PM
From: Elwood P. Dowd	Respond to of 97611

biz.yahoo.com biz.yahoo.com

To: rudedog who wrote (33271)	9/22/1998 8:20:00 PM
From: Tumbleweed	Respond to of 97611

DEll price Hi Rudedog, Presumably you were a buyer of Dell when the price was 'relatively' low. The thing is, Dell is always overvalued, isnt it? Yet it seems to keep going up. Unlike other stocks I could mention. At the time I bought it, everyone but teh Dell heads were screaming it was overvalued and due for a fall. Just like they had been saying for the previous year, and the 6 months since. A buyer today might consider CPQ to have better upside going forward. Well, I guess by definition a buyer of CPQ would, but there are probably more buyers of Dell at the moment, so they presumably would consider DEll to have better upside! The thing that persuaded me to buy Dell, when it was overvalued (just like now :-), was Dells low market share in a number of places, giving it more room to grow than many others. PLus all the other stuff that goes with Dell that I'm sure you are familiar with. I hope CPQ goes up too, but I have to say, I believe that Dell has more chance than CPQ. Its not dragging DEC behind it for one thing. JoeC

To: rudedog who wrote (33271)	9/22/1998 8:23:00 PM
From: Eddie Kim	Read Replies (1) \| Respond to of 97611

Looks like rudedog could be right again: www8.zdnet.com

To: rudedog who wrote (33271)	9/22/1998 8:44:00 PM
From: John Koligman	Respond to of 97611

Additions to Compaq's fall line - claim is the machines underprice both Dell and Gateway when shipping costs are figured in. (How about taxes?? <gg>). Actually, I've been checking Dell and Gateway sites for prices, it looks like Gateway is underpricing Dell on equivalent machines, especially at the 400mhz and 350mhz levels. Compaq's new lines for the fall By Jim Davis Staff Writer, CNET News.com September 22, 1998, 1:40 p.m. PT update Compaq Computer made its move for the fall selling season today with several additions to the Presario family of notebooks and desktops, including a sub-$1,000 PC for the education market. The company is offering a Presario 2416ES model with a MII processor from Cyrix for schools that is priced at $999, including a 14-inch monitor. Compaq is also rolling out a notebook that is mainly aimed for use in the higher education market. The Presario 1235ES comes with a 266-MHz K6 processor from Advanced Micro Devices, a 12.1-inch dual scan display, and a 4GB hard disk drive for $1,749. Low-cost PCs from companies like Compaq have been chipping away at Apple Computer's lead in the education market. Compaq rolls out new desktops, notebooks Market Computer Processor Hard drive Price Consumer Desktops Presario 5150 350-MHz K6-2 8GB $1,299 Presario 5170 350-MHz PII 10GB $1,599 Education Desktops Presario 2412ES 300 MII 4GB $999 (1)(2) Presario 2416ES 333-MHz K6-2 8GB $1,249 Consumer Notebook Presario 1235 266-MHz K6 4GB $1,699 Education Notebook Presario 1235ES 266-MHz K6 4GB $1,749 (1) Cyrix grades its MII chips according to a performance rating. Actual megahertz speeds are lower. (2) Includes 14-inch monitr. Source: Compaq Compaq was second to Apple in school business in 1997, according to International Data Corporation. Apple still maintains a significant lead in the market, but the Cupertino, California, company has seen its once-unassailable lead slip, according to analysts. Researchers say the changes are symptomatic of broader trends throughout the computing industry. Microsoft and PC manufacturers have been making steady inroads in a business that will approach $5 billion in revenue in 1998, according to market research firm Dataquest. Compaq today also introduced new notebooks and mid-range desktops for the consumer market priced starting at $1,199, specifically targeting direct sellers Dell Computer and Gateway. Compaq claimed that its new Presario 5150, which ships with a 350-MHz AMD K6-2 processor and 8GB hard drive, is priced 24 percent less than an equivalent model from Dell and 7 percent less than a system from Gateway, when factoring in the cost of shipping Dell or Gateway systems to a customer. Also, Compaq's $1,199 price includes a $100 rebate that requires a customer sign on for 50 hours of free Internet access with a preferred service provider. On many fronts, Compaq is responding to the threat from Dell. Dell has made tremendous sales gains in part due to the company's cost and operations efficiencies from its direct sales model. The company closed in on Compaq as the second-largest PC vendor in the U.S. in the second quarter shipments, although Compaq has a far stronger overseas presence.