Compaq Message Board - Msg: 3443777

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Technology Stocks : Compaq

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To: Mohan Marette who wrote (17474)	2/16/1998 1:11:00 PM
From: Kevin Chesser	Read Replies (1) of 97611

Mohan, let me revise and extend my remark. Dell is living IT UP on borrowed time. There is no argument of Dell's past performance and past revenue growth. Let us not forget though...Dell's total revenues are not 1/2 of those of CPQ. Growth rates alone I believe are a bit deceiving. It is easier for a smaller company to double revenues than a larger one. DELL has done remarkable things and trades at a PE in the 40's mainly because of its higher growth rate. I am not comfortable holding a stock with that high of expectations. I don't know when it will slow down but Dell will not continue that growth rate -- IMHO. That's why I am "way longer" on CPQ. Kevin

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