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Technology Stocks : Compaq
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To: marquis103 who wrote (76770)1/26/2000 5:02:00 PM
From: PCSS  Read Replies (2) of 97611
 
DELL's warning and earnings MISS

1) Is Just another example of how well CPQ did to meet its promised #s

2) More than strengthens the FACT & Benefit to CPQ havings already started (and well along) to restructure to 'properly' attain BOTH growth in revs and $s.

3) Will even emphasize more the importance of Thur-FRI CPQ Analyst Meeting ... perfect timing

4) Should bring $s OUT of DELL and INTO CPQ

5) Will allow CPQ's stock price to surpass DELL's shortly

Just my thinking .... NOT happy about what DELL-heads will be going through .... BUT satisfied & happy to be in CPQ

Michael
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