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

To: Elwood P. Dowd who wrote (49621)	2/25/1999 10:51:00 AM
From: rupert1	Respond to of 97611

Thanks for that ML posting. Very mild, very speculative, very theoretical. This is a case for rudedog! My main reply would be that CPQ's revenues from services is now about 40% isn't it and growing? So even if the margins on machines reduces, revenues from services, from networking and other products and from AV will increase as the number of low cost units in use grow. Long-term, a price war drives out the less viable operators and gives greater market share to the big guys like CPQ.