Compaq Message Board - Msg: 3325028

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Technology Stocks : Compaq

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To: John Koligman who wrote (16210)	2/2/1998 8:35:00 PM
From: hitesh puri	Read Replies (2) of 97611

In time you will see the catchup. Right now DELL is in a technical momentum phase the same way NN was 5 months ago when NN went from 40 to 69 and now it may open at 22-23 tomorrow. Momentum players dont give a s**t what the company is doing or how they are going to be competitive 6 months down the road to justify this stock price. They just buy as it is a breakout. The best part is that you know that CPQ will catch up someday for a 50% gain as its fundamentals are far superior. With the BTO program their inventories are approaching Dells levels and so the price differential is virtually non-existent (that really sold Dell computers). In terms of reliability I have yet to see Dell Servers recommended ahead of Compaq or HP by magazines or IT folks. There is no way that Dell's R&D (doubt they have any) out does that of Compaq or HP. And now with a large international sales and support organization of DEC on board can anyone provide any compelling reason why Dell can command such a high PE multiple ?? -hitesh

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