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

To: Loki who wrote (16270)	2/3/1998 4:58:00 PM
From: John Biddle	Respond to of 97611

DEC has many customers who would buy their PCs if they were better/cheaper/more reliable. By taking lessons from Compaq on manufacturing efficiency, and taking advantage of better price breaks on parts, I think DEC could sell a lot more PCs than they do now. By moving to a direct approach, they could satisfy a whole portion of the market that prefers to buy that way. The two brand names are just a way to make the PCs seem different in the marketplace so that the Channel which currently sells Compaq doesn't have a fir when a serious effort to move PCs over the internet and by phone gets underway.