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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (19082)3/3/1998 7:54:00 PM
From: Keith Howells  Read Replies (3) of 97611
 
Stephen and all,
I called the PC Connection today and talked to one of the young ladies at the education order desk. She said that in the near future, the PC Connection would receive a shipment of CPQ computers that would go on sale for $499.00.

I didn't have time to talk to her at length, so I don't know if this machine will be sold only to education institutions or educators or if this is a one time deal only. I also have no details on the particulars of the computer. But I wonder if anyone else out there has heard about this. If this is true, I have to ask myself what impact this will have on margins and whether this is another shot in the war Mason refers to. My concern about a war is that even if you win, you still can get very bloody. I was caught in the crossfire when the disk drive makers when to war. I would prefer to stay out of one. That industry has never recovered. I am beginning to see disturbing similarities. -Keith-
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