Compaq Message Board - Msg: 11885194

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Technology Stocks : Compaq

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To: John Koligman who wrote (71492)	11/11/1999 12:32:00 AM
From: rudedog	Read Replies (1) of 97611

John - I don't know what CPQ thinking might be on that, but years ago, folks said that CPQ would cannibalize their mainstream business with the Presario, and then that low end Presarios would cannibalize the high end models. Didn't happen, they just created a new category, and judging by last quarter's numbers, one they continue to make money in. Since the PC division has been losing money, I could care less about cannibalization anyway - if these new boxes make money and create a new market. They would cannibalize losses, not profits... My sense is that they will tear up the competition with this.

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