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Technology Stocks : Compaq
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To: feargreed who wrote (21708)3/13/1998 9:29:00 PM
From: Jason W. France  Read Replies (3) of 97611
 
Feargreed,

you are obviously very emotional about this stock, and seem very angry at Dell. Did Dell do something to you when you were a young child to warrant this hostility

Now that you have vented some of your anger, let me ask you three very simple questions

1) What is CPQ going to do with the 300,000 MMX units they have stuck in the channel that corp america does not want?

2) What are they going to do to avoid this from happening again?

3) Now that "that cheap conveyor belt" company called Dell is the number 2 supplier of servers to corp america, what is CPQ going to do to defend their high margin server business. They have built their financial model on these high margins. Just for fun let's say Dell continues to grow in the server space at only 75% of their current rate. Apply the resulting server CPQ market share to CPQs proforma income and you will have one of the reasons the stock is trading at 25. (add inventory problems, and DEC deal to the list and you will have fairly complete list of reasons)

I anxiusly await to hear your answer to these questions. And if yo can answer please also call Eckhard ASAP, cause he is tossing and turning and his bed trying to come up with the answers to these and many other tought questions

Jason
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