Compaq Message Board - Msg: 3629463

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Technology Stocks : Compaq

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To: John Carson who wrote (20102)	3/6/1998 8:18:00 PM
From: Dale J.	of 97611

<<similarities to disk drive industry.... 5) Shareholders make claims as to why their company is invincible and will not be affected by everything else going on around them. DELL is immune because they are a great company and have a great business model. QNTM is immune because they are kicking everyones ass and have half their business in DLT. SEG is immune because they are the industry leader. >> Yes, I thought of that also. The lesson from the dd industry became painfully clear. Nobody is immune to a price war. DELL, HP, IBM etc will have to respond.

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