Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: hpeace who wrote (12869)	1/8/1998 4:09:00 PM
From: Tim Bagwell	Respond to of 97611

Steve, Compaq lowers the bar and HP raises the bar. I guess it depends on which direction you are headed. <g> But you are one broken record when it comes to discussing HP. HP isn't a computer business it's a portfolio of businesses and all I care is that the portfolio wins. If selling sub-1K PC's at a loss means you expand your high end then so be it. But I don't think that's the case either. HP certainly can make a profit on these machines just as they do with printers. All I have to do to prove it to you is take a printer line and refit it to build PC's. I know that they would not be in the business if they felt it would generate a loss. Get real! You reiterate the same two things ad nausium. Too many people and poor order processing software. Well CPQ's business model is not the only model that works. You take the bulk of the people and put them on high profit products and let your low end run lean and mean. Then you manage the mix. But just so you know, I'm long CPQ and HP both. So why should I care who gets the biggest market share? Together they dominate PC's. My proof will come next month.