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Technology Stocks : Compaq
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To: PCSS who wrote (85548)10/13/2000 9:24:12 PM
From: rudedog  Read Replies (1) of 97611
 
Michael - Why do you feel DELL and IBM are "eating CPQ's lunch"? CPQ's laptop sales have been almost as strong as DELLs, and way stronger than the rest of the commercial line. Consumer grew laptops at over 70% and commercial grew laptops over 30%.

IBM has gotten good response to a fine laptop line. DELL also has strong products. They deserve to get some share.

But why do you feel CPQ is weak in this area?
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