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Technology Stocks : Compaq

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To: Rosemary who wrote (9898)11/30/1997 5:09:00 PM
From: hpeace  Read Replies (1) of 97611
 
Rosemary, in the future that it's only market there is overseas...
I will not be wrong on this... maybe 10-20% is the 1500-3500 market
dell is just employing the Exact same "features model" that cpq had before june 1992.
If you have any annual reports from cpq..go back and read Rod's comments in the 1988,1989,1990 annual reports.
you can cut cpq word out and paste in dell and have a word for word
correlation.
it sunk them in 1991..stk went from 75 to 22.
this is where dell is headed if they don't change.

buy the way, I get dells for cheaper than the website price and I get cpq's cheaper than the suggested retail too.
I get both at discounts,
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