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

To: Loki who wrote (21234)	3/10/1998 1:31:00 PM
From: Satyr	Read Replies (2) \| Respond to of 97611

BUT THEY SANK THE BISMARCK. OHHH MY GOODNESS!!!! <<<GGG>>>

To: Loki who wrote (21234)	3/10/1998 11:39:00 PM
From: WeisbrichA	Respond to of 97611

Loki, Glad to see the big guns return to thread. I am still trying to figure how IBM supposedly fired a major broadside in the small commercial market last quarter and no one even seems to have seen them on radar. SS Compaq was only hit in chain locker though. Well above water line. Still on course, dropped down a few knots to assess damage. A gaping hole that looks like hell buy repairable. They can jury-rig a patch for now. Cost them some time on course though. Target still on radar. Intercept course reset. I am certain that all traditional Manufacturers such as IBM, HWP, UIS, NCR et. al. will find themselves soon firing big salvos in attempting to fend off loss of market share of low end products( with lower prices and higher performance) with watered down margins. They will likely make no headway in those seas. All ahead full into the wind, burning fuel at maximum, just to keep market share. IMO, Dell, Gateway, and others who sell direct or catalog or web will continue to reach upward (via NT4/5) into the proprietary "server" coastal waters which previously had been the domicile of the big iron manufacturers. I expect Sun to set lower in the sky as well. Mind you, these are not big servers surfacing, they are Wintel and therefor are relegated to 2-4 PII processors and 512? MB RAM. None the less, they have launched magnetic seeking torpedos within territorial waters of proprietary big iron box makers. It sounds like a replay of Xerox/IBM copier war with asian copier manufacturers. (I have a HP color copier/scanner/ printer/fax on this PC at home which makes super color copies for retail ~$800). Too many posts to sort through with little time to do so. RW Ps. My body lives in Alamo, CA; My heart in Olinda, Maui. Anatomy will rejoin soon.