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Technology Stocks : Compaq

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To: Andreas who wrote (18774)3/2/1998 3:32:00 PM
From: Just_Observing  Read Replies (1) of 97611
 
More on explanation

IMHO, if CPQ has problems, then the upside move in DELL will be stopped cold. At current prices the market cap of DELL is more than that of CPQ. CPQ's revenues and profits are more than twice that of DELL. Any slowdown in the the PC market will have a much larger effect on the price of DELL than on the severely discounted price of CPQ. Again this is just my view. Good Luck.

San
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