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: Todd Kernke who wrote (20127)	3/6/1998 9:12:00 PM
From: Dale J.	Respond to of 97611

Re: <<As I previously stated, it's time to focus on the new marriage and who CPQ's new competition will be and how they'll compete.>> Todd, I agree. I don't own cpq now, but I may buy on Monday's weakness. Dale

To: Todd Kernke who wrote (20127)	3/6/1998 9:20:00 PM
From: Jack T. Pearson	Read Replies (1) \| Respond to of 97611

Compaq won't cut prices on it's latest equipment. The stuff in Compaq's inventory is or is rapidly becoming obsolete. Dell doesn't have obsolete equipment that competes directly with Compaq's obsolete equipment. So Dell won't have to cut prices. Any way you look at it, a company that maintains high inventory in an industry where components rapidly drop in price and increase in performance is in big trouble. In spite of the hype, Compaq's BTO hasn't worked.