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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (40371)12/17/1998 6:53:00 PM
From: rudedog  Read Replies (1) of 97611
 
I'm not sure where ML is drawing their conclusions, it looks to me like they are basing their opinion on IDC reports of shifts in the Asia-pacific server market in 3Q. Also it takes a little work to actually unravel what markets and products are being considered. I believe that the report includes AS400, big unix boxes, and maybe even mainframes in the overall analysis. In the Intel-based server market CPQ has more share than the next 2 vendors combined. I would need to go back to the original IDC data to see what is covered in the various statistics.

K - not to worry, I am very bullish on CPQ's enterprise plans for '99, they are just beginning to crank.
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