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Technology Stocks : Compaq
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To: StockMan who wrote (9922)12/1/1997 7:38:00 AM
From: Rosemary  Read Replies (2) of 97611
 
Stockman,

Dell's 10Q is not even cold yet, it's still being spoken about in the press. Barron's calls them, CPQ & Dell the elite. But Dell is not getting into this business. And their future reports will not be too disturbed by not having subs. They are expecting to pick up business from this market when people begin upgrading computers.

With first time buyers, comes the thousands of calls: how do you turn this thing on? If CPQ wants this business, good for them. They found an early niche. And they will make money from this market. Its been proven to me that CPQ is now losing market share in this market to HWP, IBM and that Packard Bell thing they call a computer.

No, Dell's price won't plummet from not having this business. All this will do is put the mom & pop's on the corner out of business. They can't compete.
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