Compaq Message Board - Msg: 561378

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Technology Stocks : Compaq

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To: michael c. peterson who wrote (1368)	12/17/1996 1:12:00 PM
From: Rob Rob	of 97611

Michael, I did not mention anything about a goodwill kick. What I was trying to convey is that it is good business if you can make "mulah" and increase market share at the same time by lowering prices. Price sensitivity is the name of the game these days. If a company can spur demand by providing an superior service at a better/competitive price compared to their competition those companies tend to dominate. This is what I believe CPQ is attempting to do. At no other time that I can remember a PC (Wintel design) was considered as a viable solution to the propriertary systems that Sun Micro, HP, SGI, DEC, and others provided. The performance gap is as close as I can remember and the cost for a networked system has never been better. There is a corporate upgrade cycle commencing right now and time will tell how powerful that cycle will be. The consumer market as you well know is not where the high margins are. Consumers buy pc's by the single digits. Corporations buy by the hundreds to thousands at a time. Time will play this story out. I think $40 billion is attainable, so throw me into the "believer" camp. Good luck with those Bio-techs. Rob Rob

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