Compaq Message Board - Msg: 3578352

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andreas who wrote (18824)	3/2/1998 7:55:00 PM
From: John Koligman	Read Replies (1) of 97611

Andreas - Agree with most of what you said. Dell has produced the numbers and the growth for quarter after quarter though. I agree that I don't think Dell deserves the same valuation as CPQ, but the market has spoken. I agree that demand for both companies is strong, but Dell has not made any comments about 'pricing pressures', which leads me to believe these pressures exist at the low end. You have to hand it to Dell, they have stayed out of the low end and have made money hand over fist with their model. Some on the Dell thread believe the battle is already over, and that the CPQ model will suffer a painful death. I don't think that is the case, as the time when everyone will buy a computer online or via the mail is a long way off. In the meantime, Dell has a great niche and is milking it for all it's worth. I also believe this is one reason why CPQ is moving further into the enterprise. I just hope March is a good month per Mason's comments that the quarter is 'backend loaded'. Otherwise, I could see this 'premier company' selling for 25 bucks... John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next