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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (31764)8/28/1998 7:20:00 AM
From: rupert1   of 97611
 
Thread: CPQ and international turmoil. Michael Dell stated with his usual clarity during last Winter's Asian crisis, that those countries facing recessions and slump would need to spend on computer power even more; that deflation in those regions translated directly to cheaper component prices, which Dell could pass unto its customers within days, while retaining or improving its profit margins at the same time. This argument could be made in the present situation, but we are almost one year into the Asian crisis and have bottomed out.

To the extent that COMPAQ can make the same arguments as DELL then COMPAQ should survive and grow, notwithstanding temporary setbacks arising solely from market factors.

Victor
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