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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (19090)3/3/1998 8:02:00 PM
From: robbie  Read Replies (2) of 97611
 
Stephen, a price war and fierce competition are two entirely different things. In a price war, the participants will go so far as to sell their product at or below cost to increase market share. That is not the case here. Compaq's margins are INCREASING. As for stiff competition, I never expected anything but. We're talking about doing battle with the likes of HWP, IBM, SUNW, DELL. I knew these companies would get into sub-1k systems. Where Compaq is making big gains is in the high-end systems, and this trend will continue. You had the best advice earlier today. We should turn off our computers and go fishing by day and pubbing by night. Don't forget we're on the same side.

Robbie
P.S. Still bet ya a sixer of your favorite we are 50 by 7/31/98.
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