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

To: werefrog who wrote (10802)	12/10/1997 10:32:00 PM
From: Tony Peng	Respond to of 97611

Here's a report concerning Unisys and Compaq: news.com

To: werefrog who wrote (10802)	12/10/1997 10:33:00 PM
From: PCSS	Read Replies (1) \| Respond to of 97611

I think that the CPQ/UNISYS possibilities could be leverageable and valuable for both... this article can only add more wood the rumors: news.com Any positive thoughts on this ??

To: werefrog who wrote (10802)	12/10/1997 10:41:00 PM
From: hpeace	Read Replies (2) \| Respond to of 97611

james, please elaborate on what is going to rate interest rates... they are actaually talking about lowering rates in 1q98.... so, where do you get this interest rate hike from

To: werefrog who wrote (10802)	12/11/1997 3:37:00 PM
From: hpeace	Read Replies (3) \| Respond to of 97611

James, actually cpq makes allot more profit than dell, has gross margins 27.4 which are allot higher than dells. and dominates the pc and server sells in all catagories.... what the street thinks doesn't mean that much since they they have to up cpq's price to the 80-100 range after april 1998. cpq will gain more market share this qtr. and by 1pril 1998 their channel inventory will be 3 weeks... that means I can order a cpq and get it then instead of waiting a week like I do on the dells. and, cpq doesn't have to change their TV ads to No 2.<ggggggggg> stk price in 10 yrs is allot more important than stk price in 10seconds.