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Technology Stocks : Compaq
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To: rudedog who wrote (78507)2/19/2000 12:30:00 AM
From: Ted Foster  Read Replies (1) of 97611
 
Rudedog; RE: >> DELL - they have not yet begun to address the issues facing them in their core business, and as a result the share price will remain depressed until there are significant changes in perception.<<

I see their core Desktop growth slowing to 15%. With their high ASP's they would shoot themselves in the foot by adopting cheaper "appliances", so they are calling their laptops their appliance entry. Is this what you feel is their core business challenge or do you have something else in mind?
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