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Technology Stocks : Compaq

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To: rudedog who wrote (23502)3/26/1998 11:36:00 PM
From: QMS  Read Replies (1) of 97611
 
Compaq is having a problem delivering the corporate 266 mhz and above.
After the inventory is blownout I think will CPQ finally rollout the higher end BTO cpus at a quicker rate .This has hurt them tremdously against Dell.Dell has the High end now.Corporations do not want 200mhz machines.IMHO Cpq will address this but it will take time.For now its
Dell in the winners circle.Unfortunately.If you dont believe this check for yourself.Compaq will win out in the Server area for now.

QMS
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