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Technology Stocks : Compaq

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To: Box-By-The-Riviera™ who wrote (8963)11/15/1997 1:27:00 AM
From: hpeace  Read Replies (1) of 97611
 
Joel, fact p166 and p200 dropped almost 50% and margins went up.
fact...IDC and dataquest indicate that pc industry is 18% this qtr, which is blistering at this volume.
fact, virtually everyone says that forget Japan's weakness, Europe has woke up and will carry the next 12 months.
Fact, long distance rates, internet, cellular, pagers, all telphony
has dropped bilions and billions out of the I/S director budget and they are increasing budgets in the technology area to keep
their budgets tight, but, listen to what i said...
fact...if an I/S director cuts 2 million our of long distance rates, pagers, cellular and etc. that director can spend 6 million
dollars on enabling technology and yet his monthly budget is EXACTLY THE SAME... let me tell you...telephony traditional expenses are collapsing and we are spending tht savings on enabling technologies.
How can it be done...easy... I'm down to 6 cts a minute on long distance rates for the compnay. that was a 60% cut in rates for 13 months. and pagers are down 40%, and the local service Southwestern bell was reduced 30-40%.... I do small company technology turn arounds...that allowed me to spend about 1 million and keep budgets flat.
The bigger compnaies are saving 10-30 million on rates in telephony
which means they spend 30 to 90 million and their budget doesn't go up.
We are spending the money on what you say isn't going to grow.
SO, I REELED OFF FACTS FACTS, ....you haven't said any fact.
Okay, now i want a chocolate sunday..whip cream, hot fudge, nuts, and put cherry on top<gggggg>
Do you really need a graduate degree to manage a Dairy Queen????
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