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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: DellFan who wrote (125650)	5/17/1999 9:30:00 PM
From: Key West	Read Replies (1) \| Respond to of 176387

<<We know that IDC, etc don't include servers in their data. Could this mean that Dell's server biz had a blowout quarter at CPQ's expense? >> With all due respect to Dell, it appears that the entire PC universe has gained ground at Compaq's expense in Q1. Gene

To: DellFan who wrote (125650)	5/18/1999 6:53:00 AM
From: Frank E W	Read Replies (1) \| Respond to of 176387

*** OT CPQ just more evidence that DELL is eating CPQs lunch...layoffs are great for company moral also.....CPQ is toast! it will be in the teens before to long. Frank

To: DellFan who wrote (125650)	5/18/1999 7:13:00 AM
From: gnuman	Read Replies (1) \| Respond to of 176387

Dellfan, re: <We know that IDC, etc don't include servers in their data.> Actually, IDC does include servers and work stations in their data. DQ does not. That's the main reason IDC and DQ numbers are different. Here's an article from C/Net that explains. Note the last paragraph in the article, IDC and Dataquest measure somewhat different markets when they compile their statistics. Dataquest doesn't include workstations or PC servers, but IDC does. BTW, I'm sure you'll enjoy the content. <g> news.com

To: DellFan who wrote (125650)	5/18/1999 11:25:00 AM
From: rudedog	Respond to of 176387

Scott, Frank and all - DELL does not make ANY products which compete with high end Alpha machines. There is no possibility that high end Alpha sales were "stolen by DELL" in 1Q. These systems compete with high end Sun and IBM primarily in the Unix space. IDC and Dataquest do not include any of this class of machine in the PC numbers. The plant closing does not reflect a decision about Alpha products but rather a consolidation of manufacturing resources. After the acquisition of Tandem and DEC, CPQ had 3 manufacturing facilities, all operating at maybe 60% capacity. This is a straightforward cost cutting measure - combine manufacturing at the least expensive 2 facilities to cut fixed costs and improve utilization.