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Technology Stocks : Compaq

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To: rudedog who wrote (22573)3/19/1998 4:48:00 PM
From: Spots  Read Replies (1) of 97611
 
>>Dvorak as usual is generating controversy. I don't think for a minute that he believes a word of it.

Actually, that's a slightly more plausible reason for this
foolishness than my earlier speculation about the darkness
surrounding Dvoraks's head owing to its current location.
Only slightly, though. I seem to remember Dvorak floating
this notion a couple of months ago. Looks like maybe he
didn't get any bites so he's dangling the lure again.

>>They would be competing with their own client base. They
would demolish their business model

I've been making arguments about cost/cash/relative size,
which are ok as far as they go, but these are the telling
points.
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