Compaq Message Board - Msg: 3440608

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Technology Stocks : Compaq

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To: CENTrader who wrote (17436)	2/15/1998 9:21:00 PM
From: Kevin Chesser	Read Replies (5) of 97611

Bill, which would you rather own...CPQ, an all-in computer business or DELL, simply a PC-manufacturer? The market has said for years that PC's would become commodity items. To me, the decline of component prices only supports this. CPQ is looking to create a well-rounded operation. DELL likes to buy their stock back -- it helps prop up EPS. IMO, Dell is living on borrowed time. Sure, they will be there a long time and the stock may double again quicker than CPQ...but will the PC industry as we know be as strong? I will continue to hold more of my money in CPQ...a little in DELL. Kevin

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