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Technology Stocks : Compaq

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To: Night Writer who wrote (90896)4/25/2001 8:01:16 PM
From: Jimbo Cobb  Read Replies (1) of 97611
 
NW...I think this piece from Forbes.com pretty much tells it the way it is.... biz.yahoo.com

It's clear that large companies Compaq and Hewlett-Packard aren't interested in engaging in a PC price war for
the sake of market share. They can't afford to. They've got single-digit PC margins compared with Dell's 18%. If
they attempted to snag share by steeply cutting prices--as Dell has done for the past several months--they'd
probably lose money on every box they sell.


Jimbo.
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