<<So Compaq is more interesting but Dell is more profitable.
I'm confused, which stock will do better?>>
CPQ gets better press but the results don't last as long(g)
IMO Michaels vision is still intact, Quadruple Penyang, triple Xiamen, new plant in Brazil, new plant in Tennessee, and coming soon, Ft Wuth. All in the past year. ( now don't laugh, John, this aint IBM)
Results shown by increasing sales by $1.7 bil 4th qtr to 4th qtr. A closer association with IBM thru two new board members, and a new manager in Europe.
But its one step at a time, with problems along the way, a crummy election, devastating forehand shots by Mr G, an earthquake, a shortage of flat panels, bad boards from Intc, a Rambus failure...Did not slow things by an impossible amount.
At this moment growth is excellent and takes precedence over margins and todays actions are designed to improve the margins.
Dell has moved big into notebooks and wireless and I feel thats very important. Faster and cooler running chips
and better displays will extend the battery life and since they are handled a lot, I believe the replacement cycle will be shorter than for desktops. Get on the web anywhere, anytime, but not quite yet.
Michael does not appear to be enjoying the Streets reaction, he deserves much better.
I find it hard to hold a lot for investment tho, since the analysts keep crying." Down with the "puters", down with the chips, down with the opticals .Down with the market???? Sheeeeeeeeeeeesh.
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