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Technology Stocks : Compaq
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To: John Koligman who wrote (8939)11/14/1997 6:56:00 PM
From: Box-By-The-Riviera™  Read Replies (1) of 97611
 
Also....everybody and his mother will be (and is) selling servers....and the profit margins on these will steadily decline going forward.... servers will go the way of pc's....just another commodity like soy beans. They will be fighting like crazy (all those selling servers) to protect their markets/increase them....resulting in the same curve of adoption per the history of pc's. None of these guys has a single killer line up they can protect from this cycle.

Joel
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