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

To: Night Writer who wrote (40740)	12/22/1998 12:03:00 AM
From: Satish C. Shah	Respond to of 97611

Hello NW: Thx. >>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.<< I did not mention anything about margins or profitability of the PC industry neither did the survey. I was just looking at the revenue. I know it is only a partial picture. I agree with you that bottom line is what counts. Regards, Satish