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

To: robbie who wrote (19102)	3/3/1998 8:30:00 PM
From: StockMan	Respond to of 97611

Robbie, Re -- my understanding is that margins are increasing due to Compaq gaining share in the high-end enterprise market. That is why CPQ's strategic acquistion of DEC makes sense. CPQ saw the price war coming, and have made adequate provisions to maintain margins thro Tandem and DEC. Stockman

To: robbie who wrote (19102)	3/3/1998 8:46:00 PM
From: C E D	Respond to of 97611

Here is more on competition from TechInvestor: techweb.com In part: "I can only imagine what that's going to do to my Fujitsu business," said one retail buyer who requested anonymity. "That [Compaq] product will be hot." Ed