Compaq Message Board - Msg: 12261141

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rudedog who wrote (73627)	12/11/1999 7:30:00 PM
From: Paul van Wijk	of 97611

Rudedog, As a former-Dellhead and a current CPQ-bull I agree with your excellent analysis. - about diversification. Dell went into auctions and free isp in Europe. Diversification usually is a very risky strategy. For me these two events were a sign to stay away from Dell. Year after year Michael Dell made the right moves. But I believe he's in deep trouble (and so is their stock-price). About CPQ eating what Packard Bell and IBM left on the table. It looks like at the end CPQ is winning the price-war they started and which brought the company initially in big trouble. Paul Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next