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Technology Stocks : Compaq
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To: Jimbo Cobb who wrote (8096)10/29/1997 5:36:00 PM
From: John Koligman  Read Replies (2) of 97611
 
Steve, Mark,
Don't see how a market share comparison between IBM and CPQ is valid. IBM OWNED the mainframe market back then, share in the 80+ percent range, much higher margin product. That's why they GOT complacent. CPQ has nowhere near the share in it's market, the product is much lower margin, and they don't have the luxury to get complacent. If CPQ eventually emerges as the overall PC winner, then it might eventually happen. Until then, forget it. Besides, Pfeiffer
does not appear to be an Akers....

John
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