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Technology Stocks : Compaq
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To: zalesky who wrote (19198)3/4/1998 8:25:00 AM
From: the Druid  Read Replies (2) of 97611
 
There are concerns about channel stuffing, pricing
and margin erosion. Now it seems all three have
truth in them. That may be what COMPAQ sees in
the over capacity of the PCs and decide to buy DEC
to balance things out.

A question: How much will the pricing cutting of PCs
affect the margins, considering the price drop of DRAM
etc?

If all these negative views pan out, DELL is
due for a fall.
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