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To: Chuzzlewit who wrote (44006)5/21/1998 12:43:00 AM
From: NickSE  Respond to of 176387
 
Agreed. This excess capacity will work itself out and we will have a return to some sort of equilibrium. IMO, Dell continues to be the role model for the industry and CPQ, HWP, and IBM, will envy them for many quarters to come. :o)

Re: CPQ

They will have their hands full for a while integrating DEC. I'm hoping for a nice pop when DEC shareholders vote on June 11 coupled with expected FTC approval.

Regards,
Caisson



To: Chuzzlewit who wrote (44006)5/21/1998 12:50:00 AM
From: Jack T. Pearson  Read Replies (1) | Respond to of 176387
 
When prices stabilize we may see CPQ re-emerging as a powerhouse.

Why do you believe PC component prices might stabilize? I don't believe they will. They haven't in the past 16 years. I can remember when a 5 MByte PC hard drive cost $3,500. I can remember when a 13" color monitor cost $1,000. I can remember when 4 KByte of RAM cost $80.

Compaq is a powerhouse. I'm don't think the share Dell is gaining is coming from Compaq...yet.


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