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Technology Stocks : Compaq

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To: Zhivago who wrote (15314)1/27/1998 11:19:00 PM
From: hpeace  Read Replies (1) of 97611
 
thread, CIO, VP's of INfo. Technology and Directors of Systems are
viewing this deal as a real coup for compaq.
more and more we are looking for single source vendors for the whole ball of wax.
this is going to be a big selling point on large contracts for pcs and servers.
plus cpq gets to sell those 3 million dollar decs and million dollar tandems.
then there are the $500k proliant servers.
but, the 50% margin on consulting is a winner.
remember dec has a 34% gross margin and on their last qtr'ly they improved their gross margin almost 10% in one qtr.
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