Jim,
My job does not afford me the luxury of researching a company to the degree some people on the Dell thread have, and therefore it is certainly not how I choose to position myself.
In my compliance role of a flagship 60 man and 3 billion in assets office, I am nevertheless in the enviable position of gauging public sentiment better than most. Suffice it to say that at the retail level, Compaq remains far and away the dominant play of the industry, while Dell is grossly underowned.
That was the basis of my observation that sentiment will one day turn in favor of Dell, and until that day, Dell will continue to outperform Compaq like it has since virtually day one.
I have obviously struck a nerve here with this infantile bunch, but that in itself is another "window" into Compaq's soul. I love the role of "agent provocateur", and like Pavlov with his salivating dogs, I will continue to illicit emotional reaction as often as I desire for my own amusement. The postulation thus far is that Compaq appeals to rednecks, biggots,and "jajajajajajaajaj's", while Dell appeals to rich, thinking investors.
Compaq is good; Dell is better
"jajajajajajajajajajajajajajajajajaj"
Gene Piccoli
ps. Gabriel, congratulations on the purchase of your 911 convertible!!!
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