DELL vs. CPQ Message Board

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Technology Stocks : DELL vs. CPQ

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To: uproar who wrote ()	10/21/1998 4:34:00 PM
From: G. H.	of 9

Well, IMO, I think that CPQ with a move toward a mix of the two, will have a great model. The only problem is working out the bugs, as in which segment moves better with direct or distributor models. CPQ is definitely the value play of the two, while DELL has the momentum players. I have never had the nerve to jump on momentum, so I prefer value. And that about sums it up. Take care Henry

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