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Technology Stocks : Compaq
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To: rudedog who wrote (73627)12/11/1999 2:08:00 PM
From: rupert1  Read Replies (3) of 97611
 
rudedog: Capellas has said that he expects commercial PC revenues to be 15% of overall revenues in a couple of years

I didn't know the target was as radical as that. Did he say that in the CC? What is the target in five years?

With such a low percentage will it matter at all if they don't make any profit from PC's? And if they can make PC's a break-even or loss-leading commodity isn't this a way of radically undercutting all competitors who rely on PC's for significant percentage of their profits.

Assuming there is consolidation in the industry - i.e.PC makers giving up, going under or merging, I suppose there could be an era a few years away when a CPQ could use its quasi-monpolistic command of PC manufacturing to begin to make it profitable again.
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