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Technology Stocks : Compaq
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To: Bill Fischofer who wrote (3970)7/11/1997 5:46:00 PM
From: Harry Landsiedel   of 97611
 
Bill: Very fine post. I would only add that in addition to CPQ's shift to "mass customization", the move to enterprise computing will help expand overall margins in the future and somewhat compensate for lower margins at the lower end.

As the #1 server mfger, CPQ has this advantage over Dell.

Finally, as companies buy more and more higher level Wintel computers, they will demand more added value service which CPQ can provide.

Thus among PC mfgers, CPQ has the best model going forward. With computers at every price point, CPQ is replicating Sloan's famous GM strategy, "A car (PC) for every pocket and purpose."

HL
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