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

To: Carlos Peralta who wrote (26186)	5/14/1998 3:46:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 97611

NO, HWP is a few thousand+ employees too fat. Compaq, Dell and GTW are relatively lean compared to HWP. If HWP wants to make money in the sub $1000 market they won't be able to do it running fat like the printer and server divisions. Jim

To: Carlos Peralta who wrote (26186)	5/14/1998 4:34:00 PM
From: Y. Samuel Arai	Read Replies (1) \| Respond to of 97611

> If HP is a victim of the price war between the box makers, won't > it stand to reason that Dell, GTW and CPQ may come out scorched > from the fray too, and therefore we may not see a full recovery > of CPQ in the near future? CPQ has already been scorched (thus 2 quarters of no profits already predicted and factored into price). The announcement by HWP was not news to CPQ...just a reminder of what we already know. CPQ is rising on prospects beyond the next quarter or two.