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Technology Stocks : Compaq
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To: ed who wrote (17494)2/16/1998 9:43:00 PM
From: RetiredNow  Read Replies (1) of 97611
 
Ed, the size of the pie is definately not fixed. 85% of the people in this world do not own a PC. It will be a long time before they do, that is why when CPQ began offering low-end PCs they actually increased the size of the pie by opening the PC phenomenon to people who normally would not buy one.

Truth is though, I agree with you about Dell. They are living on borrowed time now. When CPQ gets into the direct sale market by acquiring Gateway or a company like it, Dell stock will finally settle down. However, Dell has another 3 years at least of excellent growth. A good safer bet is CPQ. Dell is just overpriced (like AOL).
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