Compaq Message Board - Msg: 8090165

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Technology Stocks : Compaq

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To: Night Writer who wrote (50722)	3/1/1999 12:06:00 PM
From: Mao II	Read Replies (3) of 97611

NW & Thread: There was an item in the WSJ (I think) today reporting that Dell was selling dual P3 servers for about the same price as HWP & CPQ single-processor servers (two grand and change). The piece said the low price again raised questions about the cozy INTC-DELL price arrangements. But to my mind it also raised the question of how well CPQ is handling this lucrative growth area. CPQ has now been surpassed in server sales by DELL. Can CPQ really maintain growth without a serious, organized push in this area? And what evidence is there that the company has focused on this? (Forgive me if this question has been asked and answered a hundred times. Just point me to the posts.) M2

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