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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (78174)2/14/2000 8:13:00 PM
From: Andreas  Read Replies (3) of 97611
 
To Elwood, Captain Jack;

You are right about a lot of people bashing cpq of late with comments like dell is eating cpq's lunch in the server market etc. etc. But you know what? - I don't believe it. First of all, everything I have heard in the nature of cpq bashing is big on opinion and devoid of facts. This is understandable in light of the fact that cpq and MC refuse to publicize progress on a regular basis. Dell and others and their mouth pieces (ie. Kumar etc.) on the other hand like to shoot off their mouths based on inside info received from dell. There is a war going on - a war between dell and cpq - a war between pro-dell analysts and pro-cpq analysts. Unfortunately, cpq is sending its analysts into battle with very few bullets. cPQ keeps telling its analysts to have faith while dell gives its analysts bullets filled with data. This battle won't be won until earnings are released. Until then we'll take our lumps.
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