Compaq Message Board - Msg: 3629239

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Technology Stocks : Compaq

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To: Eddie Kim who wrote (20086)	3/6/1998 7:52:00 PM
From: Wowzer	Read Replies (2) of 97611

Thats what I said about SEG and WDC. Can't get any worse well it did. The similarities are striking. Both make commodities products with no real brand preference (granted the box makers have a little more brand preference). Last May Seagate started warning, but WDC kept saying everything is OK. So WDC shot up to 54. Everybody was fat dumb and happy. Well guess what, a disk drive is disk drive is a disk drive. And sure enough the problems that Seagate felt hit WDC hard just a little later. Now WDC trades at 17. I see the same thing happening to Dell. Right now the industry leader (CPQ) says they are having problems but Dell comes out right out and says they are doing fine no problems (bullshit). A computer is a computer is a computer and if CPQ is experiencing inventory build up you can bet Dell will start feeling the pain as well. If you are the IS manager of a company do you really care if you buy a Dell or CPQ? No! especially when CPQ starts dumping their inventory. Dell has got a looong way to go. At $50 Dell is still over priced. Someone who has lived through the WDC hell Rory

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