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Technology Stocks : Compaq

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To: Box-By-The-Riviera™ who wrote (8933)11/14/1997 8:33:00 PM
From: hpeace   of 97611
 
joel, facts , facts, facts, facts,
i keep posting how cpq works...facts on actually price drops.
facts 12 months and cpq's p166 down fomr 1800 to 1000, and p200 down fomr 2400 to 1250
facts that margins are up from the 22% to 27.4 %(little over 12 months).
facts that they expect pc growth to be ahead of plan to 18%,
facts the the growth was there, take out autos.
Facts that the pc drops are already paid for and how they did it, facts that they have released that low price pc's are making 15-20+%.
facts facts facts....
but, if you want then say I think, I have no facts but I think...
this is okay....no one is saying that you can't guess at what's going to happen..we aren't challenging your right to guess...
but, don't say facts back up what's going to....
another fact,...cpq even with two mergers last yr. and not optimizing those compnaies people is still making 80k profit per employee.
Fact, cpq has little exposure to asia downturn, it was posted this week with the IDC report and pfief came out and said so last week.
fact cpq has almost 14% ww market share now and moved way ahead of everyone 3q97..they shipped fact 2.77 million pcs it was a 56% increase(facts).
cpq has 19% of USA market(facts). this doesn't inclyde servers which they dominate(fats)

facts facts facts facts....
what does a high end cpq server cost...
waht does just the bracket for a rack mounted server cost?????
get some facts.....
and another thing.....DON'T TAKE THIS POST TO YOU THE WRONG WAY/////
IT'S JUST ONE OF THOSE STUPID CROSSFIRE si POSTS....THAT'S IT...
<ggg>
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