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

To: Night Writer who wrote (48859)	2/19/1999 12:31:00 AM
From: P.M.Freedman	Respond to of 97611

To me, I think the strong support will be around $35. We may see new round of price cutting since the head to head competition with Dell. We may see Dell to bid for institutional buyers much much more aggressively. Dell leads Notebook sales now. Notebooks will be hot sellers for individual users in next two years. Two years later, it may become half to half in comparison with desktops. Compaq's notebooks are not very attractive. Compaq has built too many low priced PCs but those are not institutional buyers' favorites. The spinning-off AV still lack details to attract new buyers. The e-commerce plan is me-too-him-too. However, I like Compaq's PC-DTV plan. It's the right move to change the products. Using new ideas and new functions, but not low prices, to attract buyers is always good on making money. Don't we see iMac. That's the way compaq needs to go.