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Technology Stocks : Compaq
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To: Leo Francis who wrote (601)11/14/1996 8:50:00 PM
From: michael c. peterson   of 97611
 
LF,cost has gone down all year and the big boxmakers could only muster 20% profit margin,now cost are leveling off while they are forced to lower prices to the bear bone because of compitition and flat PC growth rate.Read DELL's report,% of rev from desktops/worksytations actually declined-% of rev of total sales in Americas, Europe and Asia were flat y/y so you are right they made most of their money on cost,on the same amount unit sales,but they will have to lower prices to compete in a increasingly crowded market place.You seem to decard the compitition.which I think will be a big mistake if you are buying these cos at these levels...MP
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