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

To: William Hunt who wrote (29518)	7/19/1998 5:03:00 PM
From: Harry Landsiedel	Respond to of 97611

William Hunt. Re: "Could this be the end of the stupid price wars that we have seen this year?" I believe it is. I remember the big PR push HP made last year about being the #1 PC company by 2000. There was no way with HP's cost structure they could do it, IMHO. Then comes this, "However, he (Platt) was more pessimistic about overtaking rival Compaq Computer Corp. (CPQ), whom he called "a tougher competitor," especially given the ongoing price wars in the PC market." The sound you just heard was Lew Platt blinking. This is indeed good news. Another piece of good news IMHO is CPQ is selling direct both in WSJ ads to business and ads to consumers on TV. No one has commented on this here, but this is a major change in strategy, which will make them competitive with Dell. When CPQ can reflect this change in their earnings/margins, then the street will give them credit for it. Probably not before. HL