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

To: Harry Landsiedel who wrote (26536)	5/24/1998 4:46:00 PM
From: ed	Read Replies (1) \| Respond to of 97611

I bet there won't be any price war in the rest of 1998. If you go to the computer stores, you will see that none of those vendors offer any sub $1000 PCs, i.e CPQ, HWP, IBM ...etc, except Packard Bell , which offered some low end models under $1000. My impression is that the sub$1000 PCs was orginally created by CPQ to get rid of its inventory of old models, and now its cleaned, and no more sub$1000 PCs anymore.

To: Harry Landsiedel who wrote (26536)	5/24/1998 9:04:00 PM
From: Spots	Read Replies (1) \| Respond to of 97611

>>Re: IBM and HP, look at their revenue/profit per employee. Compared to cpq, it ain't good. IBM and HP support large development efforts. They both support operating systems and many software packages, as well as proprietary hardware. Before CPQ acquired Tandem and (by assumption) DEC, they had nothing resembling these kinds of efforts to support. Now they do. If they attempt to run DEC and Tandem like the prior CPQ, they will have wasted their investment. I don't believe CPQ will do that, but if so, look for serious long term trouble. That's not to say that DEC can't be improved upon. Just that CPQ is not in the same ball game as before these acquisitions and would be courting disaster to apply the same business model. Those who analyze them based on that model court serious misunderstanding of the dynamics of the new CPQ. And believe me, it is a new company not at all like it was before, whether CPQ likes it or not. Anyway, they did it on purpose.