SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Eddie Kim who wrote (24957)4/26/1998 6:06:00 PM
From: D. Swiss  Read Replies (2) of 97611
 
Eddie, I do not think it is impossible to stumble, just improbable. I think Dell will continue to execute better than any other boxmaker. It's fine that CPQ, IBM and HWP are all going to the direct model, but it will be no easy trick to do it as good as Dell or GTW without alienating there distribution channel.

Best of luck to you. By the way, I am also extremely long on CPQ.

:o)

Drew
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News