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: TCBinAugusta who wrote (83805)12/5/1998 9:35:00 AM
From: Sig  Read Replies (2) | Respond to of 176387
 
OTOT Re Cpq
>> while CPQ has said PC sales were great this quarter, RETAILERS were reporting sales below expectations. Retailers said the new Imac wasn't meeting sales forecasts, according to Greenburg. If this is true, it could mean that CPQ's new direct sales strategy is beginning to work. On Friday, Merrill said CPQ looked to be "on track" and the stock had a big day.>>>
The 7000 Radio Shack stores (Tandy) cannot be happy with the deal made with CPQ. Nov. sales down 19% because the CPQ machines (I think they sell two models)are priced just under $1000. With slim margins, they could not compete with lower priced computers sold at Best Buy and Circuit City type stores.
Did CPQ unload some surplus inventory on RS?? I don't know.
But E.P. will have steady job keeping resellers happy. IMO a
store can no longer put fixed price items on the shelf and hope some
un-clued person sees it and makes an impulse purchase. The newspapers had full page ads on RS, did not seem to help.
How do they get out of this mess.?? Price the next models
at say $799 at all RS stores, then have the competition reduce
prices to $599??. Let each RS store set their own prices, format their own advertising literature( expensive) and then
have people calling each store to find the lowest price??
Ahhhhhhhhhhhhhhhhhhaaa. I know, we'll just copy Dell and sell direct. Whooooooops, I forgot the stores.
Poor Radio Shack, I don't even buy batteries there anymore,
get 'em at Home Depot.
SES




To: TCBinAugusta who wrote (83805)12/5/1998 11:47:00 AM
From: Chuzzlewit  Read Replies (4) | Respond to of 176387
 
TCB, re: the Street.com guy, said that while CPQ has said PC sales were great this quarter, RETAILERS were reporting sales below expectations. Retailers said the new Imac wasn't meeting sales forecasts, according to Greenberg.

This could also mean that the Compaq channels are once again being stuffed. Remember, Compaq's "sales" are what leaves the factory doors, not what ends up in the hands of the end purchaser.

TTFN,
CTC