Compaq Message Board - Msg: 12691575

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Technology Stocks : Compaq

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To: dav who wrote (76791)	1/26/2000 6:32:00 PM
From: rudedog	Read Replies (3) of 97611

Capellas' 4Q report looks A LOT better at the moment - punchdrunk CPQ makes a 15% sequential gain in commercial PCs while DELL is FLAT... I frankly don't understand how DELL could have missed so badly with the IDC data that we have... The only explanation is that DELL was buying business at any cost... nothing else makes sense... and in the face of that, CPQ made good sequential gains and reduced the losses in the PC group??? Gotta love it. I hope the analysts understand the implications. Also think kindly of the many who have unhedged DELL positions, lots of good folks who just didn't want to believe the Texas Money Machine was out of gas.

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