Compaq Message Board - Msg: 5241342

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Technology Stocks : Compaq

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To: Lynn who wrote (29459)	7/18/1998 10:44:00 PM
From: Night Writer	Read Replies (1) of 97611

Lynn, I was first exposed to computers in college in the 60s. BPC (Before Personal Computers) Following computer development is like following human progress.. I am aware of IBM's problems over the years in a general fashion. I also think Compaq products and services now compete more in IBM's area. Yes Compaq still competes with the Dells. But that competition represents only a part of Compaq. We need to adjust our ruler to measure the whole company in the market place and not just a part of it. If we do not adjust our ruler, we will be surprised by some segment of the company's performance while we are focused on another segment. For example if consumer PC demand falls off, while services revenue explodes what is the impact on the bottom line? Compaq is not just a box maker anymore. IBM was a suggestion. The real point is what new yard stick do we use? Hope this makes sense? NW

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