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Technology Stocks : Compaq
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To: hpeace who wrote (9309)11/21/1997 9:06:00 PM
From: PCSS  Read Replies (1) of 97611
 
Eckhard Pfieffer on WALL STREET WEEK was very professional but not greatly enthusiatic and animated. Some of the questions put to him by Rukeyser:

1) Asia's Effect - answer: the smaller buying market (which makes up a small percentage of CPQ's sales will be BALANCED OUT by CPQ's savings in both lower material and labor cost.

2) Sub 1k PCs - CPQ has made a determination to address this market and has close to 50% share. This will also lead to these consumers buying CPQ computers in thir businesses and schools/education buying CPQ PCs.

3) What about the MSFT Internet Explorer problems - MSFT and CPQ and INTC are the triumverate that has been advancing the industry for a long time and this will continue to be so. (A) "Partners sometimes have their disagreements" and (B) as the users have been able to do, they can easily choose change browsers.

All-in-all, the interview was OK...there were NO Dynamic/Dynamite snippets which would cause someone to run out and buy CPQ first thing on Monady.
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