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Technology Stocks : Compaq

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To: Mark Woolfson who wrote (29269)7/16/1998 11:48:00 AM
From: ioioioi  Read Replies (2) of 97611
 
I agree services are more profitable and more needed in the industry currently. But the traditional services firms such as Cambridge Tech. Partners, EDS, Big Six firms, Cap Gemini and the local smaller boutique shops besides IBM and HP have better offerings and more people than Digital's services firm.

Account control is key for services firms. Integrator Magazine predicts a 33% gain for services over the next 3 years. Digital owns only < 5% of the marketshare.
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