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Technology Stocks : Compaq

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To: John Koligman who wrote (40550)12/19/1998 1:35:00 PM
From: Yargnad  Read Replies (1) of 97611
 
JOHN: Interesting article in this Jan. issue of Money Ragazine. "Showdown" Compaq vs. Dell. Explains how Janus fund hold 40 million shares of Dell and how Dell has an 8 day float after selling pc before it pays its supplier for parts. Quote "That, says John Schreiber, an analyst for Janus funds, is a thing of beauty"

article is positive on both companies, forward looking.

if I ever fiqure out how to scan something and then get it on this thread, I'll do it, but I have enough trouble finding the on/off switch, thank God I got a seven year old

dan
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