Compaq Message Board - Msg: 3315466

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Technology Stocks : Compaq

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To: hpeace who wrote (15928)	2/1/1998 4:13:00 PM
From: Tmanquinn	Read Replies (1) of 97611

GTW's 4Qtr success was a failure for Compaq. Investment managers know this, its time the Pollyannas on this thread realize this. They tried to kill GTW with sub-par cheap machines, GTW kept prices and features up and succeeded. CPQ tried to cripple GTW's high-end Destination PC-TV line with their own version and failed miserable with a unit at twice the price of GTW. HWP was gaining on network servers for larger firms, and in desperation CPQ buys Digital. This was a long term survival tactic, not a strategic growth initiative. While this may dissuade many investors from CPQ, I like it since it makes CPQ a much safer investment even though growth will slow to the teens as a result.

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