Compaq Message Board - Msg: 14590200

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Technology Stocks : Compaq

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To: profile_14 who wrote (85618)	10/16/2000 1:46:11 PM
From: Bosco	Read Replies (1) of 97611

Hi all - this is not meant to be a partisan post, but here is S&P's assessment on DELL [which is positive, in a way] However, if you read between the lines, it makes CPQ more so... personalwealth.com specifically, 2) The revenue shortfall for the third quarter was due to weakness in the small- to medium-size business (SMB) market, largely reflecting the absence of spending by dot-com customers. In addition, Dell may have lost market share to Compaq Computer (CPQ), which has recently noted a high degree of success with its Industry Standard Server Group (ISSG). best, Bosco

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