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Technology Stocks : Compaq

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To: hpeace who wrote (8625)11/6/1997 1:24:00 AM
From: StockMan  Read Replies (1) of 97611
 
Steve,
Re -- I help start the compnay and we wiped your company's little tootie pretty good....<gggg>

Actually, CPQ is the workhorse for DELL. CPQ gets the cheap 1st time customer, works hard to cut costs etc.. and DELL gets the same customer when he becomes more informed.

DELL has it right. CPQ has it Backass ways.

They got this middleman, no matter what they do they will never be able to undercut DELL in prices.

They are copying DELL (imitation is the truest form of flattery). Even DELL's consumer leasing program is now being copied by CPQ.

Heck CPQ is nothing but a cheap low cost commodity producer. Since you helped start the company you should know that.

Stockman
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