Compaq Message Board - Msg: 8512090

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Technology Stocks : Compaq

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To: Red Scouser who wrote (54789)	3/25/1999 7:57:00 AM
From: rupert1	Read Replies (1) of 97611

CNB Europe just had a long feature on the state of the PC industry. Usual issues about falling ASP. Opinion varied between analysts who said that the PC is crucial for the development of the internet and the new world of IT and that there is still a large market for the hardware - and the predominant view that we are moving in the direction of the hardware becoming a "loss leader" for companies to sell software, storage, networking and consulting services. I notice in all of these reports it credits IBM with being in the lead in this trend and never mentions COMPAQ's capabilities beyond PC's. It lumps COMPAQ in with the DELL's and the Gateway's searching for a way out of the PC-dependent mess.

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