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

To: robbie who wrote (19093)	3/3/1998 8:12:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Robbie...agreed that we are on the same side and as you could see, I prefaced my remark with "respectfully." As to the "price war" issue, I guess we'll have to agree to disagree. With respect to CPQ's profits INCREASING, I'll have to take your word for that. It's been my understanding that as these "wars" expand into the higher range of product, that profits DECREASE per unit but hopefully will INCREASE on the overall bottom line via INCREASED unit sales volume. Fire away. Stephen

To: robbie who wrote (19093)	3/3/1998 8:51:00 PM
From: Loki	Read Replies (2) \| Respond to of 97611

Robbie... Sorry for interrupting Thread War. The definition of a price war can have entirely different meanings to different authors. Conflict to some persons could mean war to others. Korean Conflict ring a bell. "...the strategy determines actions of engagement which happens as a result of a clash (conflict of interest) between major interests (usually economic), which is resolved through one party gaining an advantage at the possible expense of the other party (ies). This creates the confrontation for engagements (corporate war)...." -Loki's book on Corporate Strategy. Looks to me as if CPQ and DELL have been at war quite some time. Maybe they only called it a conflict. In a price war no party wins short term. The one with staying power survives. Loki