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Technology Stocks : Compaq

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To: Rosemary who wrote (9846)11/30/1997 2:14:00 AM
From: hpeace  Read Replies (1) of 97611
 
rosemary, any idea on why cpq's gross margins increased so much when we know that they sold a ton of sub 800 and sub100 pc's and dell's margin didn't increase all that much when they had such good
server sales????
dell has great margins but I think a few people were caught short on them not even getting to 23%.
I thought they would...even jimbo thought they would be allot higher.
I wonder if laptops were the reason.
cpq caught and went ahead of no 1 toshiba...
then the tandem may be working.
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