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

To: ed who wrote (9863)	11/30/1997 1:17:00 AM
From: hpeace	Respond to of 97611

ed......most families have kids and they want them to know the computer. they use a pc at schools and are pressuring mom and dad to get one there was a sepcial on it this week, even the poor families are buying a pc for their kids so they will not be shut out of the job market. the top computer compnay in japan was dwarfed by cpq. cpq made 3 times the profit on 1/2 the revenue in 1996. it's worse for them now

To: ed who wrote (9863)	11/30/1997 1:22:00 AM
From: hpeace	Respond to of 97611

ed, actually the dvd will be a hot seller all by itself because it has the capability of playing movies at the rating you wnat. I and many others will be able to see a good movie minus the cuss words.

To: ed who wrote (9863)	11/30/1997 2:23:00 AM
From: hpeace	Respond to of 97611

ed, I saw this on another thread. I'll buy it. I edited parts. When the 25 yr old (pimpled) portfolio managers are done working on the terms of their contract for next year, having locked in their gains for the year, they will be back buying tech stocks. In the meantime, if they want to let me have some of these capital eq mfr's at these prices, it's fine with me.

To: ed who wrote (9863)	11/30/1997 9:26:00 AM
From: chirodoc	Read Replies (1) \| Respond to of 97611

<<<<<<<That where the opportunity and revenue will come from for CPQ. The family entertainment ctr is just the first step. .......i agree that price point is important. cpq understands that. ........the idea of building machines that are sexier with higher margins means to me big industrial servers for industry. families want computers for kids homework, internet, financial housekeeping, and doing work at home. ........if they can get all this in a box for less than $1K why should they pay $2-3K just because it is black or says toshiba, ibm,sony? these are now household appliances with modest margins, not sophisticated machines with huge margins. ......i agree that the PC is becoming an appliance at home and this is where the huge growth will be--from 40% of the households to 75% of the households will happen over the next few years here and worldwide. and i believe that compaq can be strong in this area as well as in the industrial server arena.

To: ed who wrote (9863)	12/1/1997 12:03:00 AM
From: Dwight E. Karlsen	Read Replies (3) \| Respond to of 97611

ed, re together with the price drop of PCs, we see the trends that all family in the world will buy pcs in the next couple years, and it is a revolutionary change. I'm absolutely bullish on CPQ, but please, try to avoid irrational statements with no link to reality. Reality is: PCs are still a luxury for most people, period. For a small business owner/self-employed person or telecommuter, a PC is essential, I believe. However, I know a self-employed individual who employs two or three employees, and this business owner does not have a PC. They have their accounting done by an accountant. They do have a modern word processor for non-business use: For <$250, they have a full screen monitor, which hooks into a keyboard/printer unit. Included besides word processing is a personal finance program and a couple of games. The printer prints in color, with multiple fonts types/sizes. This is a family that could easily afford a regular PC, but they simply don't see the need. As for the majority of people in the world who have never used a PC, they haven't because they can't afford luxuries, and that simply isn't going to change anytime soon. I do agree that the sub $1K PC will drive the US penetration rate up, maybe up to 50% or even higher. But no, I'm sorry, "all family in the world will buy pcs in the next couple years" is simply not going to happen. DK