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

To: chirodoc who wrote (9875)	11/30/1997 11:38:00 AM
From: ed	Read Replies (1) \| Respond to of 97611

Mr. Chriodoc: First I would like to say that the good thing for CPQ is that CPQ is at front of both high end servers and low end PC business, and probably in the future consumer electronics and networkings. I do see that CPQ is more and more different than DELL.I really do not know two years down the road what DELL can offer to compete. The market of high end server is smaller than the low end even though the profit margin is higher now but more vulnerable and unstable, while the low end pcs (it will be a consumer electronic product) and consumer electronic market is more stable , and less seasonal fluctuations. If it will take you $4000 to buy fax machine, audio system, TV, scanner (scanner will be a standard equipment of PC), printer, PC, video phone, then why not spend just $2500 to have all of them integrated together ? This is what those Japanese companies like Sony, Toshiba, Sharp fear the most! Because all the about functionalities will be integrated and sell as one single PC system . Who is going to buy fax machine from brother or Toshiba if this function is integrated in the HOME PCS?