Compaq Message Board - Msg: 2819382

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Technology Stocks : Compaq

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To: hpeace who wrote (9646)	11/25/1997 11:23:00 PM
From: Charles W. Breaux, Jr.	Read Replies (1) of 97611

For what it's worth: fool.com "Looking at the revenue and unit growth, it seems that the sub-$1,000 PC apocalypse that many "big picture" forecasters have been getting a lot of mileage with on the idea circuit have not hit Dell yet. Even with the higher-priced workstations and servers thrown in, if demand sharply migrated to the low end of the value chain, the sequential drop on top of the price cutting would have been much more than 3.0%. While one quarter never really makes a trend either way, it is important for investors who believe that the sub-$1,000 will destroy Dell to realize that the data to support that position is in pretty short supply." "The real wild card remains sub-$1,000 PC demand -- but that may be overdone. As the small Japanese compact car did not destroy the market for the American luxury automobile, until the data actually supports the doomsday scenario investors are advised to stay on alert -- but not panic." Chuck

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