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Technology Stocks : Compaq
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To: hpeace who wrote (9559)11/25/1997 11:11:00 AM
From: j bayer  Read Replies (1) of 97611
 
Did anyone pick up on Mr. Dell's comment on how the Asian issue will affect his price for components. His response was something about that if the Asian problems may only affect around 7% of his business but lower labor costs in Asia will have a positive effect on 70% of his business, which would you take?? Wouldn't that same scenario apply to CPQ thereby keeping margins intact??

J. Bayer
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