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

To: Kenya AA who wrote (48592)2/17/1999 12:12:00 PM
From: Roads End  Read Replies (1) | Respond to of 97611
 
K..Since Mike's pep talk his stock is down 7/16 and CPQ has moved up 9/16. How did you like the way he skirted the issue of sub 1K machines? "Lower component costs will drop the price to that level" Seems like to me that six day inventory is taking a long time to bring his product into the sweet spot of mass market boxes.
Steve



To: Kenya AA who wrote (48592)2/17/1999 12:38:00 PM
From: Ramesh Manne  Respond to of 97611
 
I am wondering what will happen to Dell's profit margins if they go sub-$1000 market. Dell is married to Intel and claimed they will not use other companies processor chips. I doubt whether they can compete with CPQ and HWP effectively with INTC chips inside in sub-$1000 market. Looks like DELL has to play by CPQ and HWP rules when they enter this unchartered territories (for DELL). It is nice to see tables turned on them for a change.

Thanks,
Ramesh


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News