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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (40459)	10/30/1998 4:18:00 PM
From: Petz	Respond to of 1573739

kash, I tried shorting DELL once (at about 60) via puts and lost. But, read the CPQ story I posted later. Looks like CPQ will be playing DELL's game. Petz

To: kash johal who wrote (40459)	10/30/1998 4:25:00 PM
From: Petz	Respond to of 1573739

Is Compaq's new corporate direct sales strategy starting Nov. 11 related to the K6-2-400? news.com Compaq's holy war against Dell will ratchet up November 11 when the No. 1 PC vendor rolls out a new program to target small and medium-sized businesses through direct sales and new product bundles. The new effort, which will be unveiled by CEO Eckhard Pfeiffer with fanfare in New York, will essentially be the latest, and most comprehensive, effort Compaq has thus far launched to stem the popularity of direct vendors such as Dell. Small and medium-sized businesses will be encouraged to buy directly from Compaq's Web site. To entice them, Compaq will be offering special all-in-one product bundles, said sources. Compaq currently features desktop PCs, notebook PCs, servers, and workstations through its DirectPlus direct sales site, but in the future, the company will put additional emphasis on its secondary products, such as networking equipment and printers. To date, Compaq has been selling a line of small business PCs including the Deskpro EP desktop model, an Armada SB notebook PC, and Prosignia 200 server. Compaq also sells third party products, including Microsoft software, on the DirectPlus site, and some have speculated that greater emphasis on these products may also be in the works. "They are looking at a whole bunch of ways of getting directly to customers," said a computer dealer who attended a recent Compaq briefing. "They are going for the Dell model. You can't really blame them. They have been getting beat up by Dell." ... Petz