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Technology Stocks : Compaq

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To: D. Swiss who wrote (33305)9/23/1998 10:02:00 AM
From: Eddie Kim  Read Replies (1) of 97611
 
>>Dell is priced the way it is because its management team can perform in any environment. If they made that much money in the midst of a price war, can you imagine what they will make now that pricing pressure is easing.

If history is to repeat itself...which it will...Dell will falter. The question will DELL be able to re-group. Compaq has essentially been through three of these changes. Dell has been through perhaps one already. Don't be lead into believing that DELL is some indestructable company that can do no wrong.
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