Compaq Message Board - Msg: 2697021

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: PAUL ABERLE who wrote (8786)	11/11/1997 3:57:00 PM
From: Robert Voigt	Read Replies (3) of 97611

Its a little worse than that, I think. I heard a comment on CNBC today that really upset me. It was by the guy on the floor (I guess Maria is taking a holiday). He said that today's lackluster market was being driven by stocks with special situations, like Eastman Kodak and Compaq ("for cutting their prices to remain competative"). The inference was that Compaq's and other makers of low cost boxes would have very low profit margins. This is scary because it completely ignores the area of Compaq's largest revenues, servers. This kind of shallow compartmentalized thinking (or lack thereof) is why this market behaves so crazy at times. Anyone have the data handy that shows the sources of Compaq's revenues and associated profit margins. It would be nice to see again if readily available.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next