SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Stephen who wrote (22686)3/20/1998 10:59:00 PM
From: JEFF GREGERSON  Read Replies (2) of 97611
 
I think a comparison between networkers and box makers might be instructive in the sense that they are both touted as high growth industries but becoming increasingly commoditized. It is a fact with the exception of Cisco, share prices of this group have remained relatively unchanged or even down over the past year. All this while the internet has really exploded all over the place. I think the same might be instore for box makers. Unit growth is not brisk enough to replace shrinking asp's and margins.
Networking stocks like asnd and coms have become lucrative "trading" stocks but not long term plays, do you think this is what will happen to the box makers?
What concerns me about Compaq is not the break even quarter but flat revenue growth, if they're giving the stuff away they should be showing decent sales and market share increases. This remains to be seen.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News