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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: thames_sider who wrote (169103)	3/21/2002 9:21:37 AM
From: puborectalis	Read Replies (2) of 176387

Dell Looks Overvalued Next to H-P/Compaq By James J. Cramer Is Dell (NasdaqNM:DELL - news) five times better than Compaq (NYSE:CPQ - news)? Are Hewlett-Packard (NYSE:HWP - news) and Compaq together a bother, a pain, a distraction to Dell? Is Gateway (NYSE:GTW - news) not going out of business? All of these thoughts occurred to me last night as I was preparing to ask questions of a nice reporter from Business Week who follows the Hewlett-Packard story. They occurred to me because Dell, which I own, is five times bigger than Compaq and twice as big as Hewlett-Packard, and, even considering how much I like Dell as a company, that disparity worries me.

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