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Technology Stocks : Compaq
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To: ed who wrote (9863)11/30/1997 9:26:00 AM
From: chirodoc  Read Replies (1) of 97611
 
<<<<<<<That where the opportunity and revenue will come from for CPQ. The family entertainment ctr is just the first step.

.......i agree that price point is important. cpq understands that.

........the idea of building machines that are sexier with higher margins means to me big industrial servers for industry. families want computers for kids homework, internet, financial housekeeping, and doing work at home.

........if they can get all this in a box for less than $1K why should they pay $2-3K just because it is black or says toshiba, ibm,sony? these are now household appliances with modest margins, not sophisticated machines with huge margins.

......i agree that the PC is becoming an appliance at home and this is where the huge growth will be--from 40% of the households to 75% of the households will happen over the next few years here and worldwide. and i believe that compaq can be strong in this area as well as in the industrial server arena.
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