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Technology Stocks : Compaq
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To: Jimbo Cobb who wrote (90924)4/26/2001 11:33:39 AM
From: MeDroogies  Read Replies (1) of 97611
 
I disagree game over.
I agree that Dell has kicked serious ass over the last 5 years, but lately has not performed as well as CPQ.
Dell didn't fall further because it went up more...it fell because it has a less stable business model. If PCs fail, Dell dies. Dell's only hope of survival is to improve other areas of sales, and gaining market share in PCs in case the industry rebounds (both are questionable strategies for the Dell business model).
Dell is great at what it does. They kick butt...no question.

But while CPQ has not performed as well as anyone here would hope, it certainly has performed better than its brethren in the industry since I jumped into this sector (Nov. 99), and it is well positioned for the future. Unfortunately, the future is quite a ways off at this point....as it is for many companies on the stock market.
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