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Technology Stocks : Compaq
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To: CGarcia who wrote (34502)10/11/1998 6:07:00 PM
From: .com  Read Replies (1) of 97611
 
"once everyone's upgraded their machines for the Y2k scare...sales should drop off immediately."

If a majority of the sales were in the mainframe or large server arena, maybe. But, CPQ's bread and butter is the PC market. I doubt many PC owners are upgrading due to the Y2K issue. I doubt many PC owners are even impacted. What is the typical shelf life of a PC before most people upgrade it (more speed, run newer software, etc...)? As the tehnology improves people will continue to upgrade to new boxes on a regular basis.
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