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

To: William Hunt who wrote (24456)	4/16/1998 11:25:00 AM
From: Yaacov	Read Replies (2) \| Respond to of 97611

Good Morning Bill, My wife reads the posts on the SI often but she never posts! She asked me to post he following for her! " The new profile for a enterprise computing corporation will make: 5-10% margin on a PC maybe 30% on a server if you are lucky but, 50-75% margin on consulting and service and support IBM and HP and CPQ fit that model 2000...none of the others do. SI needs to wise up.... I pay $1000 to $2000 a day for consulting. there are billions of consulting man days backed up. corporations are buying it without question and it will be the trend. that's where the money is.... DELL will need to show it has progress on this year 2000 profile by AUG of 1998. they don't have to have it then, just show they are moving to it....so, will the others. if they cannot then I don't care if they do 100% of their sales via internet and turn inventory 100 times a yr. they will not compete. consulting and service is here to stay and make big big money like in the 60's and 70's. hardware will make little to nothing. The network stuff and application development is so complex and there is NO TALENT. it's like when HP sells a printer at low margin to keep you hooked on expendibles where they make 100%++ margin. Go long term..cpq still has one more rough qtr." Kind regards, Yaacov