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

To: rudedog who wrote (76717)	1/26/2000 11:59:00 AM
From: P.M.Freedman	Read Replies (1) \| Respond to of 97611

There were two block trades with over 400k just crossed the board. Good luck!

To: rudedog who wrote (76717)	1/26/2000 2:47:00 PM
From: rupert1	Read Replies (2) \| Respond to of 97611

rudedog: There may be other assets which CPQ needs to make this fly... I never thought of that! I suppose you mean other Inacom-like acquisitions. The elimination of loss in commercial PC's will rely a lot on the ability to manufacture order and ship direct. But my understanding was Inacom was operating at only 50% capacity even with the IBM custom (which has now gone). I think there was a statement from one of the Division heads to the effect that Inacom had enough capacity to achieve 40% direct sales. I assume a lot of that will be iPaq. I don't fully understand whether 40% is a final, optimum target or just an estimate of what they can achieve this year. My main point is what other assets would they need to convert commercial PC's to profit and thereby satisfy the conditions of your analysis. I can think of two possible replies: 1. If they want to sell direct in Europe or from a manufacturing plant in Europe (or some other non-US location). 2. If they want to sell more than 40% direct. Perhaps you could give some idea of what other assets you had in mind.