Compaq Message Board - Msg: 1751069

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Technology Stocks : Compaq

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To: Harry Landsiedel who wrote (4001)	7/12/1997 9:28:00 PM
From: DWW II	of 97611

Bill Fischofer (3970 ) From: Harry Landsiedel Jul 11 1997 5:45PM EST Reply #4001 of 4018 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."

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