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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: MikeyT who wrote (74927)	1/3/2000 6:12:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Who's Tony Dwyer? A little bald-headed weasel CNBC guest who appeared on Taking Stock. El

To: MikeyT who wrote (74927)	1/4/2000 11:33:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

Mikey - This is a misquote of what Capellas said. CPQ is the strongest consumer brand by a wide margin and has been profitable from almost the introduction of the Presario line, Capellas was referring to commercial desktops, the DeskPro line, which had been CPQ's bread and butter in the mid '90s. What he said was that the goal for the commercial PC unit would be profitability over revenue growth. His method there appears to be lower price points (and lower costs) which drive both unit share and profit but at reduced overall revenue, with the "pull through" from servers, storage and other infrastructure components providing the revenue growth. This appears to be working and if the iPaq and similar products achieve the profit goals, should play out well in 1H00. Consumer products are "full bore to the firewall" on both share and revenue growth as far as I can tell.