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

To: Night Writer who wrote (56004)4/8/1999 12:38:00 AM
From: Captain Jack  Read Replies (2) | Respond to of 97611
 
NW -- yes the box bus is getting tough... the problem I see is not in profits or decling unit profit but revenue. What difference does it make if X company made .03 last qtr and this qtr makes .04 on 20% more boxes even if total box rev is down 15%? I just see too much being put upon rev that means little when unit prices are falling...

Thanks for the info--- I'll read it again when I am more awake..



To: Night Writer who wrote (56004)4/8/1999 1:10:00 AM
From: Rick Bernabe  Read Replies (1) | Respond to of 97611
 
In what way does DELL follows CPQ? I thought DELL was the leader all along IMO.

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