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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (55611)	4/11/1999 7:48:00 PM
From: Larry P.	Read Replies (4) of 132070

Analyst says its Compaq specific. From CNNfn: "Lou Mazzucchelli, an analyst at Gerard Klauer Mattison, said Compaq's problems lie with its gross margins, meaning sales of its high-end - and high-margin - PC server products were weaker than expected. "Maybe their product mixture changed in a way that was different from what they expected," Mazzucchelli said. "They're not that far off our revenue forecast, and I don't think expenses are out of control. Perhaps they were selling too many low-cost computers that have bad margins." Mazzucchelli added that other companies are able to sell low-cost units without taking such a drastic hit to their margins. "You can't translate this to everyone in the (PC) group," he said. "This should be Compaq-specific." MB, on another topic, sort of ...what price if any would 3COM or Oracle look good to you. Both have taken a big hit, and if you doubted the BK was imminent, might they be worth a few $ soon? Larry

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