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


To: rudedog who wrote (22051)3/16/1998 2:35:00 PM
From: van wang  Respond to of 97611
 
rudedog...did u see my post today regarding HWP's server prices...20%+ lower than Proliant line...check it out...its war in the trenches



To: rudedog who wrote (22051)3/16/1998 3:06:00 PM
From: Jason W. France  Read Replies (1) | Respond to of 97611
 
Rudedog...

I hear ya. I would guess that these price reductions are in line with component cost reductions that the direct manufacturers and indirect with working channel assembly plans have passed along to their customers over the past few months.

As far as server cost reductions. this MORE THAN any other thing I have discussed on this thread should be of very serious concern to any CPQ shareholder. I think it was you and I that had the same estimate as the % of CPQs earnings that come from their server business,... like 60%. Talk about hitting a guy where it counts!

Jason