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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (19090)3/3/1998 8:07:00 PM
From: Roads End  Read Replies (1) of 97611
 
stephen...Whether it is a war or not, price competition is were it is at. If you go out and price computers at the consumer level I have found they are all priced damn near the same when configured simularly and I would expect commercial machines would be the same with respect to price. The issue then at this level is not really who will low ball who, but who can differentiate their product. The whole point of the DEC merger is to provide the differentiation with a broad array of products and related service. A few days advantage in inventory turnover is not going to be what will determine success in this market.
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