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Technology Stocks : Compaq
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To: OD Bobo who wrote (29219)7/15/1998 3:54:00 PM
From: monu  Read Replies (1) of 97611
 
Let me answer that the way I think Jim Kelley would. Both Cpq and Dell will both rise, but Dell a whole lot faster. Why? It hasn't shown yet that cpq (or anybody else for that matter) can stop Dell's locomotive. No matter how you cut it, there's nothing like dealing direct. Cpq insists in making their machines an ugly black.(That wasn't Jim, that was me) It sounds funny, but it isn't. And as long as there is the middle man, you will always have a product that isn't the last one out and you will always have to hand some of the profits over. And last but not least, I happen to think that Eckart is both stubborn and arrogant. This certainly doesn't help when you are dealing with people that know a few things. Jim called the channel stuffing before it was admitted too. Do you think cpq has learned their lesson as far as being more truthful? I doubt it and the street rewards them accordingly.
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