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


To: hpeace who wrote (12422)12/31/1997 12:23:00 PM
From: Harry Landsiedel  Respond to of 97611
 
steve. Re: CPQ margins. Not sure why you posted that to me. I've spent 25 years in marketing. My philosophy is to buy companies that are #1 or #2 in their businesses, who are the low cost producers, with a goal of building market share at reasonable margins to maintain at least a 20% ROE.

CPQ fits that bill to a tee.

Thanx for all your insights in 1997, and I look forward to your posts in 1998. Happy New Year.

HL