Compaq Message Board - Msg: 3735043

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Technology Stocks : Compaq

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To: Dulane U. Ponder who wrote (22168)	3/17/1998 7:53:00 AM
From: Jason W. France	of 97611

Dulane, the product offering (high end, low end, etc) in the consumer mkt is not nearly as important as the method of purchase, distribution and support. I would suggest that if you want to see the future of book purchasing go to amazon.com. to see the future of consumer PC purchase and support go to dell.com also "scrambling" and "limited future" are two words I have never heard in decription of Dells' business. I think they are currently the #1 (or maybe #2) supplier of desktop PCs to busines, and the #2, or #3 or maybe #4 supplier of servers and workstations to corp america (also growing 3-5x CPQ). I would suggest they have a "fingerhold" in the "starship enterprise" and it appears to get stronger each and every day! JOTO (just one troublemakers opinion) Jason

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