Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: rudedog who wrote (118034)	4/16/1999 12:53:00 AM
From: Eggolas Moria	Respond to of 176387

Great question. But, it's getting late. I'll have to think a bit about it. I can't promise that I'll come up with an answer though. Perhaps it has something to do with the number of low-end PCs for CPQ vs. the paltry offerings in the sub-1000 by Dell? Differences in execution, perhaps? One thing was fairly clear, IMO. CPQ had a bunch of problems last quarter due to incentives to clear product that was facing declining ASPs. (must be late, that's a terrible sentence). Darn good question.