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

To: Satish C. Shah who wrote (40739)	12/21/1998 11:55:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

Satish, Haven't seen you here in some time. Good to see you. Your numbers don't take into account the decrease in cost of material (parts), improvement in processing (assemble of parts), more effective distribution (direct sales & reduced price guarantees to channel). Margins have actually increased from what I have read. Last but not least a greater market share at the expense of white box makers. Also PCs are only part of the CPQ story now. Think about it. Take a look at some analyst's recommendations and target prices. It ain't the same old Compaq. NW