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

To: JakeStraw who wrote (90881)	4/24/2001 11:43:39 AM
From: MeDroogies	Read Replies (1) \| Respond to of 97611

If anything, CPQ has growth in areas that are beneficial to its long term health. I ain't jumping up and down about these results, but there is some good information here. CPQ is not engaging in a margin war, as they have kept prices up (seen in reduction of overall market share), CPQ has growth in servers, and have reduced inventories. These are all good signs. Still, the environment is not a good one for any but the leanest and meanest. We'll see how CPQ looks in another quarter.

To: JakeStraw who wrote (90881)	4/24/2001 11:43:52 AM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

No doubt it's a tough market right now, but DELL is much more efficient, has the highest profit margins in the group, and it will definitely be among the survivors........CPQ might be standing as well, unless someone like HWP or IBM takes them out..... Jimbo.