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

To: Mohan Marette who wrote (12848)	1/6/1998 3:47:00 PM
From: MulhollandDrive	Respond to of 97611

Yeah, it's war alright, and CPQ's taking no prisoners.....thanks for the link. bp

To: Mohan Marette who wrote (12848)	1/6/1998 3:50:00 PM
From: Tom Latham	Read Replies (1) \| Respond to of 97611

Mohan, interesting. If this industry is having all these profit constraints how is AAPL supposed to be making a profit.............Are they calling Bill Gates pr investment money "profit".

To: Mohan Marette who wrote (12848)	1/6/1998 7:42:00 PM
From: Spots	Read Replies (3) \| Respond to of 97611

No tears for Unisys. IBM is hardly from the same cloth, though. Still, they seem to have missed the sub-zero idea, so we'll see what happens, but I'd be very surprised if they toss in the towel. I guess this is personal bias, but I see Unisys as a long-term loser and IBM as a long-term player (whether they fall out as a big winner or not). WDIK, but that's the way it appears to me. PB's another story. Unisys is dumping a line; PB would be dumping the business. I don't have a feel for that, but NEC's got pockets and I think we'd see a fight. It's survival. Somebody's going to sell tin if there's a market for iron, and PB does that about as well as anyone does. Some folks I know would say tinnier than most. I'll repeat what I posted several months ago--the high-end players look like IBM, HP, and CPQ to me. These guys can sell into the entire enterprise from top to bottom as well as the home, home office, home business, and small business markets. They do it all, and each of these segments will support the others, not only in product synergy but also in revenue support when one or the other segment slows down for a while, IMHO.