Compaq Message Board - Msg: 2820743

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dwight E. Karlsen who wrote (9659)	11/26/1997 6:15:00 AM
From: Kai-Uwe	of 97611

Would tend to agree with Dwight - especially in retail the story is that "if you aren't 90 days early, you're late!!!" XMas would most definitely play a HUGE role here. The danger for any mfg'er in retail is the lack of brand loyalty. You see what you can buy, and you buy the best you can see. If it ain't there (from a single brand-name perspective), no one will buy it (which is why CPQ was so successful initially with the sub-zero PC - no other ones around!). Q4 results are going to be crucial determinants for the outcome of the stock performance in the next few months... Look at the surprise Dell's good results has caused: the whole world (myself included) would have thought that Dell's results would have sent bullish signs for the CPQ stock as well - and look what actually did happen! Best regards Kai

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next