CPQ will accelerate its growth , market shares, as well as revenue in the next two to three years, and q1/q2/98's report will show!!
Before, you had more box makers but one CPU supplier, it was the CPU
supplier who decided the price of CPU. Now there are fewer boxmakers(only the big ones with the most efficient operation and cost
can survive and grow), and more CPU suppliers, the price of CPU is decided by the boxmakers according to the market situation, that is the reason why sub 1k pcs came to play and the PC market grows explosively. With $800, the PC's price is almost similar to TV but with much more applications, then who will buy TVs? That is why the Japanese cunsumer electronics COs are frighten to death !!!!!!!!!!!!!
So, CPQ's business will not be limitted to COmputers only, but many many more in the consumer electronic areas, that is another reason I said CPQ's revenues will grow explosively in the next couple of years. |
