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Technology Stocks : Compaq
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To: hpeace who wrote (11384)12/15/1997 10:56:00 PM
From: Jorge  Read Replies (2) of 97611
 
Steve......I read an article in today's Investors Business Daily comparing Sun Microsystems and CPQ....It was an article that was comparing the future of the two companies and, at least this writer's opinion, as to what will make them profitable when PC saturation would perhaps cause a decline in growth/profits.....He says SUPPORT and SERVICE is the key to future sales of high-margin networking servers, etc.....The article goes on to say 5 years ago service/support wasn't even a deciding factor in clinching a sale. Now it is in the top three deciding factors.....Goes on to say SUNW is much better positioned in this area and that in this regard CPQ doesn't even have a presence......."service partners generally furnish the less profitable tasks like fixing PC's and manning help desks."..... He says CPQ is leaving this to less qualified 'service partners' in their channel and goes on to say:.."But the real growth and profit is in more sophisticated services, such as systems integration and consulting. Here, Compaq has virtually no presence.".......The author goes on to say the systems integration and consulting area (which he says SUNW is firmly footed already) is hard to break into and...."that's why many industry insiders believe CPQ eventually must buy a major services operation. Among the rumored candidates Unisys, Wang Laboratories Inc. of Billerica, Mass., Decision One or even Digital Equipment's massive $56.8 billion service operation."................What do you think about this?.....Do you think this is the next level of massive profits and competion with the likes of SUNW..............George
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