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Technology Stocks : Compaq

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To: rudedog who wrote (34439)10/9/1998 7:14:00 PM
From: Eddie Kim  Read Replies (2) of 97611
 
Saw this in Fortune Magazine:

"An industry rule of thumb is that 90% of users never change their startup page...
Tracking usage, Compaq saw that more than half of 200,000 customers with Internet PCs visited Compaq My Yahoo. Compaq expects its Website deals to boost its profit per PC. An insider says the company now earns about $100 on a $1,250 PC; Web deals could add $40."

Any comments? I noticed than Compaq is making less than 10% on the machine according to the "insider." I thought it was around 20%.
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