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Technology Stocks : Compaq

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To: William C. Spaulding who wrote (861)12/1/1996 3:01:00 AM
From: Leo Francis   of 97611
 
William, Plenty of room for far east. And yes, Businesses and Consumers will continue to buy from Direct PC companies, including CPQ Direct.UPGRADES! Acer only makes a narrow line of PC's for IBM. Acer makes good products, but guess what, they have not increased their worldwide market share in the last three years!That's why the assembly for IBM.CPQ is in a much more strategic and powerful position globally then the far east cos. The far east companies are struggling in the European PC market.Toshiba has admitted they are concerned about declining growth in their notebook business in Europe. CPQ's on the verge of three fold increase in revenues and profits. Far east is not gaining market share in Europe. East Europe is even more anti far east. Remember, Worldwide market share breaks down like this: USA-45%, Europe-40%, Rest of the world-15%.CPQ will make you money if you go LONG. LF
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