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Technology Stocks : Compaq
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To: rudedog who wrote (24522)4/17/1998 12:44:00 PM
From: Harry Landsiedel  Read Replies (1) of 97611
 
rudedog. Re: Inventories. Thanx for the report. It sounds from your several posts that CPQ, contrary to the impression is indeed, "Master of its domain.":)

Re: "CPQ has executed well to this strategy and is now the best positioned of the big computer companies." I would like to believe you as I am long CPQ, but could you elaborate on how is CPQ better positioned than IBM or HP in the services area? Also, are service margins that high to make up for lower margins in hardware?

HL
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