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Technology Stocks : Compaq
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To: StockMan who wrote (14949)1/26/1998 12:24:00 PM
From: WeisbrichA  Read Replies (2) of 97611
 
DEC is for servicing BIG EXPENSIVE Compaq ProLiants, Digital boxes, and TDM Boxes. Very big part of future biz is BIG SERVERS.
CPQ servers already account for a substantial portion of profit and have a larger profit margin already. This move will give both TDM and CPQ divs a leg-up in competition with proprietary boxes from majors who court the top 1k orgs. Can compete with HWP, IBM, UIS, et. al. in big commercial marketplace.

RW
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