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

To: Roger who wrote (48187)	2/15/1999 7:37:00 PM
From: Michael Young	Read Replies (1) \| Respond to of 97611

<<And with falling PC prices, razor thin margins and slowdowns due to Y2K spending cuts and Windows NT2000 delays, where does that leave the other box makers? I shudder to think, but down I am afraid.>> DELL can't afford to start a price war, because they have the most to lose. IBM and CPQ can afford to accept lower PC margins in order to secure very lucrative services business. DELL doesn't have that luxury. And DELL can't start a price war in the consumer retail market because they have no presence there. MIKE