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

To: hpeace who wrote (9830)	11/29/1997 9:47:00 PM
From: chirodoc	Read Replies (1) \| Respond to of 97611

<<<<<JApan and China are finally accepting cpq since they went low cost. I think Europe will buy a 799 pc at home too. ...hard to imagine this but most of the world has never used a computer--hard to imagine in our silicon life. ...i think most new users want to go to a store where they have support and can touch and feel the thing--i think that in europe, latin america and asia cpq will roar over the next few years. high volume with modest margins. .....then they have the high margin servers for industry--watch out IBM.

To: hpeace who wrote (9830)	11/30/1997 12:24:00 AM
From: ed	Read Replies (1) \| Respond to of 97611

CPQ will accelerate its growth , market shares, as well as revenue in the next two to three years, and q1/q2/98's report will show!! Before, you had more box makers but one CPU supplier, it was the CPU supplier who decided the price of CPU. Now there are fewer boxmakers(only the big ones with the most efficient operation and cost can survive and grow), and more CPU suppliers, the price of CPU is decided by the boxmakers according to the market situation, that is the reason why sub 1k pcs came to play and the PC market grows explosively. With $800, the PC's price is almost similar to TV but with much more applications, then who will buy TVs? That is why the Japanese cunsumer electronics COs are frighten to death !!!!!!!!!!!!! So, CPQ's business will not be limitted to COmputers only, but many many more in the consumer electronic areas, that is another reason I said CPQ's revenues will grow explosively in the next couple of years.