Compaq Message Board - Msg: 3236812

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Technology Stocks : Compaq

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To: samoyed who wrote (14655)	1/22/1998 10:22:00 PM
From: Liam	Read Replies (1) of 97611

Fact #1: CPQ derived 37% of its revenue in 4Q97 from servers, workstations, and associated 'enterprise' options. Fact #2: CPQ plans to grow that to 50% by the year 2000. Fact #3 Servers and Workstations (and the options associated with them) bring in better margins that consumer stuff Conclusion: CPQ does not need and should not buy a box maker like Micron or Gateway. Compaq knows where the big bucks are gonna come from, and Gateway and Micron provide ZERO value add to the BIGGEST area in which Compaq plans to grow. Still WAY LONG on CPQ !!!!!!!!!

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