Compaq Message Board - Msg: 2420856

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Technology Stocks : Compaq

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To: hpeace who wrote (6447)	10/11/1997 6:24:00 PM
From: Douglas Perkins	of 97611

True for today - maybe not for tomorrow. The point was the thread is getting a little overconfident. High profit draws competition. CPQ appears to have beat all existing players - so seious competition will come from new companies - Like detroit got so confident that they didn't consider the japanese seriously. Samsung did buy a computer company and has the dollars to fund a major development effort. I think cpq rules at present and serious competition will take a few years to develop. Samsung could be a very serious competition for the asian market.

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