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

To: Barron Von Hymen who wrote (20834)	3/8/1998 11:00:00 PM
From: Reseller	Respond to of 97611

Barron, I'm merely passing along information that I believe would be beneficial to the thread. Whether a white box builder or a name brand builder I believe there's enough market and place for everyone to make money as long as we don't have these price wars. No one wins in a price war, margins get squeezed and a few players might leave but the whole market suffers. I would suggest that if CPQ had maintained their margin we wouldn't be having these discussions about the value of GPQ's stock, despite their overstock issue. I would agree with you that buyers should know who they buying from the cheapest IMO isn't the best. Regards Reseller

To: Barron Von Hymen who wrote (20834)	3/9/1998 4:10:00 AM
From: WeisbrichA	Respond to of 97611

BVH RE: " most of these whitebox sellers are fly by night operations". Rather brazen statement for a scientist. What was the size of your sample? What was your sampling method? From: Wired News Report "A little more than a third of North America's 96,000 computer consultants, network and systems integrators and resellers identified in the study build their own unbranded PCs, the report found. Together, that added up to a US$7.6 billion market in 1997. " Is that most of approximately 32,000 white box providers. I think you should be more scientific in your emotional non-study. RW