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Technology Stocks : Compaq
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To: Ted Foster who wrote (77486)2/4/2000 6:29:00 PM
From: rupert1  Read Replies (2) of 97611
 
Ted: I was the one who took Jubak on last year. I don't vouch for his article. I didn't even read it. Nor will I. As far the precise point you cited , perhaps he is distinguishing between organic growth of "classic Compaq" revenues and the 24% overall growth which included all the extra revenues from DEC products and services.

As I pointed out, his articles usually gives an email address if you have comments to make. Maybe you can get him to change his mind and buy COMPAQ instead of DELL.
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