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Technology Stocks : Compaq

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To: Analog Kid who wrote (28409)6/30/1998 10:57:00 PM
From: John Koligman  Read Replies (1) of 97611
 
Rick,
So what's your guess on why they might be doing it? Any other 'business logical' reasons you can think of?

John

PS - My understanding is that CPQ is one of the few that built it's own boards. Since other majors like Dell apparently do not, is it really a big advantage? Also, could it be possible that CPQ got a very good deal from an Asian manufacturer looking for the work at rock bottom prices due to the crisis over there?
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