Compaq Message Board - Msg: 3731258

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Technology Stocks : Compaq

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To: Jason W. France who wrote (22119)	3/16/1998 8:33:00 PM
From: Dulane U. Ponder	Read Replies (1) of 97611

Jason, a bit off topic but ... if you are bullish on Dell longterm, then you must not share the concern of many on this thread, including me, that pc's will become commodity items, at least on the retail level (excluding that small portion of the retail market which always demands high-end products [the Sub-Zero refrigerator or Macintosh sound system components, for example]. You must also refute the notion that enterprise computing is a threat to the pc as it is most commonly defined today. Would appreciate yor thoughts. dulane

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