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

To: Loki who wrote (81631)	4/25/2000 4:52:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

Loki, I see it. Thin margins. You have to sell more PCs to make the same bucks. It could also signal expenses for cranking up direct sales. NW

To: Loki who wrote (81631)	4/26/2000 5:28:00 AM
From: JDN	Respond to of 97611

Dear Loki: Well, I imagin the onslaught of cheap PC's has really affected adversely the operating margins especially in the Personal PC area. Fortunately CPQ has a broad line of products and services outside of that area. I dont think that this past qtr is a good example to make any predictions for the future. Remember we had the effects of Y2K particularly in the Corporate area and additionally their was a shortage and resultant higher cost of processors and memory at the same time their was overall price pressure on the sales price of the system. Right now, I think its enough if they are maintaining market share etc. JDN