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

To: rupert1 who wrote (36888)	11/19/1998 9:07:00 AM
From: rupert1	Read Replies (2) \| Respond to of 97611

Just been listening to a UK news item and interview. Intel accused Dixons, which is the largest UK high street retailers in computers, of overcharging and excessive margins. Dixon's denied it and claimed that the dramatic growth in PC sales is due to its low prices. The presenter interviewed a guy from a PC magazine. He was neutral on Dixon's margins, but said that any consumer can always get a better deal by buying over the phone or the internet. In response to a question he said that all manufacturers and dealers selling over the phone or internet provide a "Support" service every bit as good or better than the consumer gets from a high street shop. He then went on to say that the battle between manufacturers now was about cutting prices, and he could forsee the day very soon when the large supermarkets in the UK would be selling very cheap PC's . (In the UK "cheap" does not mean inadequate as it does in the US, it means inexpensive - anyone know the English origin of the word "cheap" - anyone care to know? - I'm such a pedant!) Victor

To: rupert1 who wrote (36888)	11/19/1998 11:18:00 AM
From: John Koligman	Respond to of 97611

The last sentence in the story you provided pretty much jives with what a bunch of us on this thread have been saying. Now, unless CPQ has other unknown surprises in store for us, the money should come. Since Intel has stated they are sold out of Xeons, that bodes very well for CPQ's high margin server business, and should also be a plus for Alpha, as in theory CPQ should benefit from any Xeon shortage by selling even more Alpha powered machines. If that is the case, the stock should start getting stronger as we get closer to earnings. John