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Technology Stocks : Compaq
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To: hpeace who wrote (9671)11/26/1997 9:26:00 AM
From: ed  Read Replies (1) of 97611
 
CPQ probably needs to build couple of SMT plants to fill the market
in China thinking of its growth and the market size in the years to
come. I think Dell is stupid not to participate in that market.Now in the high end high price lines, cpq is competing with DELL. DELL started the BTO program, CPQ had similar program, so is IBM, HWP. At the low ends, DELL does not have anything yet.So, what is left for DELL to compete with CPQ in the future ???? I am kinds of worry for DELL.
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