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Compaq

3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Apr 22, 2025 by David Senra · said 20 times in 2 episodes since 2025 · across every show →

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brought up most by David Senra (20)

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2025 20 mentions in 2 episodes 10 per episode

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Everything said about Compaq, oldest first

Apr 22, 2025 positive
Assertion Supported
Compaq operated at 36% cost of revenue compared to Dell's 18%.
“Compact had no price advantage. Their operating costs were 36% of revenue as contrasted with our lean and mean, 18%.”
David Senra Apr 22, 2025 ▶ 1:22:23 The Life Story of Michael Dell
Apr 22, 2025 positive
Assertion Partly supported
In 1998, Dell surpassed IBM and Apple as the #2 PC maker.
“In 1998, with over twelve billion in sales, we surpassed IBM and Apple to become the second biggest PC company in the world. Only Compaq now stood above us, and we had them in our sights.”
David Senra Apr 22, 2025 ▶ 1:33:20 The Life Story of Michael Dell
Apr 22, 2025
Assertion Not yet assessed · timeframe Apr 2025
Michael Dell launched with $1,000 while competitor Compaq raised $100 million.
“Michael Dell starts to come with a thousand dollars. Compact starts at twenty five million. And then they raised, I think another seventy five million.”
David Senra Apr 22, 2025 ▶ 45:23 The Life Story of Michael Dell
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