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Technology Stocks : Compaq
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To: Gary Wisdom who wrote (19070)3/3/1998 7:14:00 PM
From: Thomas Dremel  Read Replies (1) of 97611
 
Mason's comment that the competetive pricing is spreading to the commercial business sector is interesting. That's where the big profits have been made in the past. I'll reserve any judgement for now, but it is of concern. My feeling is that corporate America will always be willing to pay a premium for those companies with brand name recognition such as CPQ. Therefore, the competitive pricing taking place right now doesn't change the shift towards the leaders such as CPQ - and increased unit volume should make up for any margin erosion. GO CPQ!
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