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Technology Stocks : Compaq
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To: Mohan Marette who wrote (17702)2/19/1998 8:19:00 PM
From: Weekapaug   of 97611
 
Mohan,

I'll side with you and service factor. IMO what DELL does and what CPQ does, are no longer the same. CPQ chose to become a heavy hitter. DELL is plugging along and staying with what works for them.

Just the difference in size and volume between the the two, speaks for itself.

CPQ will become a household name in the low cost CPU. DELL will last only as long as the economic expansion continues. DELL is a lot more prone to fall faster then CPQ when the economy slows. But, whenever that is? Is anybodys guess?

Ken
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