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Technology Stocks : Compaq

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To: John Koligman who wrote (29462)7/18/1998 10:58:00 PM
From: Night Writer  Read Replies (1) of 97611
 
John,
Thanks. My sole experience in computer stocks is Compaq. I have grown use to comparing compaq operations to other box makers. I think it is time to shift gears on performance comparisons. Compaq is now more then a box maker. Is my thesis of comparing Compaq operations to IBM or IBM type companies realistic? It is something I have been thinking about. Another poster brought up the idea and got little response if I remember correctly. What are your thoughts given your knowledge of IBM and the new Compaq?
NW
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