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

To: Racso who wrote (57192)	4/12/1999 10:16:00 AM
From: amic	Read Replies (2) \| Respond to of 97611

Thank you CPQ. Sorry for the pro CPQ, but I cannot feel sorry over what is happening to this company. CPQ started and fed the price war in the PC industry; it is paying the price. Unfortunately, it is dragging the industry with it. Given the current mood, INTC reporting 1cent short of expectation, and it could be the big dive. Understood, the argument is that market share is key in the long-term. On the other hand, I dont see DELL losing market share, and DELL's margin vs. CPQs' keep on increasing as CPQ is close to selling at 0 margin. Doesn't DELL maintaining share prove CPQ's model wrong? It's real shame, I am a fan of CPQ products.