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Technology Stocks : Compaq
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To: chirodoc who wrote (9827)11/29/1997 12:22:00 PM
From: hpeace  Read Replies (2) of 97611
 
chockadoca...
this is the reason I say that Dell has to go low cost too.
the international market will start to rip. but, they are ripping low cost and especially on their home pcs.
JApan and China are finally accepting cpq since they went low cost.
I think Europe will buy a 799 pc at home too.
It will eventualy hurt dell.
Dell also has a chance to change..I don't see erosion til observations that could happen in feb 98 about 2 q or 3q of next yr.
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