Compaq Message Board - Msg: 12740623

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Technology Stocks : Compaq

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To: rupert1 who wrote (77234)	2/1/2000 9:09:00 AM
From: rupert1	Read Replies (1) of 97611

CNBC - Capellas Interview Author Wick Report Source Michael Capellas (Added 2/1/00 6:55:05 AM)Categories: CEO Interviews CPQ is #1 PC maker in the world. They are the third largest computer seller. Derives most of its sales from business customers. Products include: handheld portable systems, corporate servers and technology services. Top competitors: DELL, HWP & IBM. Market Cap: $46.6B High end of market healthy and half of business. Strong improvement sequentially. Consumer business is absolutely on fire and gaining share. They do need to drive their business to the next stage. Digital deal was not a bad idea. Margins are strong. Real key is getting the profit margins back up in their core PC business. They need to take more of business direct as global customers want to go direct. They think it is important to attack on multiple fronts. One of the things they believe will help in this competitive market is differentiation. They have new designs and products to do that. Enterprise Solutions growth rate is 14%. The market is moving in the direction of their traditional strengths.

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