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

To: Mohan Marette who wrote (10681)12/10/1997 10:49:00 AM
From: Elwood P. Dowd  Read Replies (1) | Respond to of 97611
 
DLJ cuts CPQ from Recommended List to Buy. S.



To: Mohan Marette who wrote (10681)12/10/1997 10:52:00 AM
From: hpeace  Read Replies (1) | Respond to of 97611
 
mohan, this article shows cpq's sub 1k pc's closer to where I estimated them....."third quarter (53 percent)".

not the media hype of 70%.
techweb.com

More than half of Compaq's retail PC sales came from systems priced at less than $1,000 in October (52 percent) and for the third quarter (53 percent). Those percentages represent huge increases in share from 17 percent in 2Q 1997, 8 percent in 1Q, and 2 percent in 4Q 1996.



To: Mohan Marette who wrote (10681)12/10/1997 11:38:00 AM
From: ed  Respond to of 97611
 
When you read this article you got to be careful. It was said more than 50% of the units shipped for CPQ were sub $1000 pcs, the question now is, " Did CPQ still sell similar
number of units of PCs in the $1000 to $1500, $1500 to $2000 range as before?" If the answer is yes,
then we know CPQ is having an explosive growth this quarter, and may be as high as 50%.


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