SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Koligman who wrote (24529)4/17/1998 7:25:00 PM
From: Harry Landsiedel  Read Replies (1) of 97611
 
John Koligman. Re: Service margins. Thank you for that detailed response. I was generally aware of IBM's recent trends but had not kept track of the margins.

I know with the purchase of DEC that CPQ's hardware margins will go up, since I believe Digital's hardware GPM is over 30%. However, it does not look like service will build margins all that much. Will try to get a look at Digitals web site to see if they break it out.

Re: IBM's recent results. I am amazed how the street keeps supporting IBM. I bought some several years ago and sold the last in December at 105. It seems to me that after Merced comes out, IBM's lucrative hardware business will be under attack from leaner and meaner competitors. We'll see.

HL
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News