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Technology Stocks : Compaq

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To: Kevin Chesser who wrote (17461)2/16/1998 10:29:00 AM
From: Mohan Marette  Read Replies (2) of 97611
 
[IMO, Dell is living on borrowed time]

Kevin: Isn't that too harsh a statement? May I ask what makes you think so? Is this just a gut-feeling or have you any facts to back up the claim? As far as I know Dell is growing faster than any other PC maker I know,I believe their growth rate is some 50% or so.

As for which company i would rather own, I do both and hope to see them both do well.
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