Compaq Message Board - Msg: 11839678

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Technology Stocks : Compaq

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To: rudedog who wrote (71224)	11/7/1999 10:40:00 PM
From: rupert1	Read Replies (2) of 97611

rudedog: My published post was a much shorter version of my original draft. My original theme was the same as yours, without the historical details of the industry. Unless Michael Dell is acting compulsively (and I think he may be) then he is acting for a reason with malice aforethought. It could be, as you suggested, that he may be trying to motivate his employers (and possibly his clients) by defining COMPAQ as a defeated dragon bleeding to death - but it may also be a device to distract attention from his own troubles. If he is not making sufficiently fast headway in services, storage and high-end - or even in consumer PC's - it would be in his interest to define success and failure in terms of rate of growth and market share in sales of commercial PC's. There may be an underlying message designed to reinforce DELL's current advertising campaign. If COMPAQ has not succeeded in using the internet to sell commercial PC's as well as DELL then why should large enterprises turn to COMPAQ rather than to DELL for high end solutions and consulting services.

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