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Technology Stocks : Compaq
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To: Leo Francis who wrote (1689)1/4/1997 12:36:00 AM
From: michael c. peterson   of 97611
 
LF, I'll have to check the wires. But so what if consummer demand was up 20%. Was that sales are $'s. How about supply ? It's not sales it margins my friend.Margins are razor thin. PC sales were 30% -35% world wide last year and now they are 16% and prices have been cut in half. BTW I thought you said CPQ don't need consummer sales. MP
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