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


To: The Duke of URLĀ© who wrote (76708)1/26/2000 11:41:00 AM
From: rudedog  Respond to of 97611
 
Duke -
I agree that the strategy is to pull enterprise sales but I think I included those numbers in the enterprise section - the ASP shift in the commercial PC group is not affected since they produce no servers.

I agree that the concept is a little lie a "loss leader" except that CPQ has been doing actual loss leader sales on commercial PCs for a while, which is obvious in the results. The iPaq is a move to make that strategy profitable.