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Technology Stocks : Compaq

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To: StockMan who wrote (9899)11/30/1997 5:33:00 PM
From: hpeace  Read Replies (1) of 97611
 
stockman,
go to dell website and build me a loaded cdrom, 56k modem etc etc.
that is aleast p200 for sub 1k.
then look at it from a first time buyer point of veiw and cpq has a p180 that is loaded for 799....build something loaded to compete with that..
remember, has to be home unit with the 1000 dollars worth of software.

actually on the buiness side dell's are only 50-100 dollars more expensive than cpq.
on the home model they are smashed out of the ball park.
it is why micheal dell heehawed around when he got that question last wqeek

then look at the trends in fareast and europe and latin america right now... dell is heading for trouble there becasue there has been a paradigm shift in last few months to lower cost. the reality for dell will not show up til 1998 and I've said that since 1996.
heck europe use to love the highest end and pay more...but, that isn't going to happen now
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