Compaq Message Board - Msg: 2876887

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Technology Stocks : Compaq

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To: jim kelley who wrote (10129)	12/4/1997 12:53:00 PM
From: hpeace	Read Replies (2) of 97611

jim, if october increases in cpq in units were 70+% and they were and november was strong too. I would want them to sell less under k and more of the p233 and p200mmx. i posted what you are talking about the minute it came out... It was not news to the thread at all. since it was posted way before you started this. they are just selling more over 1k boxes. at least I'll except that approximately has you aren't sure any more since the best they could do is not even 60%. will not make a dif. the 4th q will be out and cpq will increase their lead in units sold on competition. the issue was never that hp and ibm dropped prices and released prodcut and got some market share. we already knew that since we got the press release before you did. the issue has always been..cpq DID NOT HAVE 70% IT WAS ALMOST 60% MAYBE 57-59% of the sub k..........NOT 70%.

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