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Technology Stocks : Compaq
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To: rudedog who wrote (76862)1/27/2000 9:09:00 AM
From: David R. Schaller  Read Replies (1) of 97611
 
rudedog, they conceded margin to buy market share. Now they're #1. Great.

Then everyone wonders why there is no margin. It doesn't add up. You can't say on the one hand that "orders are off because of Y2K" and at the same time "we could have sold a lot more if we had the components". I guess INTC should have been shipping more chips for orders that didn't exist because of the slowdown?

Thompson is showing queer buy interest #'s for CPQ this morning. Very strong but the last I looked..very strange.

Dave
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