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Technology Stocks : Compaq

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To: Joey Smith who wrote (8845)11/13/1997 11:28:00 AM
From: BILL CHOW  Read Replies (1) of 97611
 
Joel:

Please read Post #8815. You will find that Compaq is generating ROICs in excess of 100%. What it means is Compaq has very little invested in the low end, both in money and manpower. It also said that the margin for Compaq in the low end is hiogher than most people ecpect.

Cheers
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