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

To: Windseye who wrote (57744)4/14/1999 8:02:00 AM
From: rupert1  Respond to of 97611
 
Windseye: I agree with the COMPAQ concept that you sell to the client however the client wants to buy and that this is superior to the DELL model. But the critics say that the logistics of this concept costs CPQ more than it costs DELL. EP appears to be denying that.

Even if it does cost more, the extra cost may be worth it if it continues to maintain COMPAQ as No. 1 PC seller and No. 2 computer vendor. The dominant market share will generate profits in other divisions of it's business, whatever the ML analyst says.



To: Windseye who wrote (57744)4/14/1999 9:03:00 AM
From: Windseye  Read Replies (2) | Respond to of 97611
 
CNBC is saying that INTC revs are down from est. 7.5 to 7.1 and that earnings are up ONLY becasue of cost cutting. Comparing the drop in revs between INTC (7.5 to 7.1= 5%) and CPQ (9.8 to 9.4= 4%) it seems like there is a consistent drop in sales...

I suspect we should compare apples to apples, er, oranges, forget the apples--- they are much better at selling color and fluff than any other box maker.

Doug


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