Compaq Message Board - Msg: 7853707

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (48344)	2/16/1999 3:49:00 PM
From: JRI	Read Replies (2) of 97611

El- As you know, I am rooting for Compaq..but EP's "announcements", timed the day of Dell's earning releases (last 2/3 quarters), smell like petty games to me...IMO, EP needs to worry about leading CPQ to be the best "CPQ" CPQ can be, and not worry about what Dell (or the stock is doing)...Dell and Compaq have the ability to rule the PC waters if they stay focused...These "taking market share" jabs (by EP) are going to look silly come Q1...when the seasonal consumer bump that CPQ gets wears off...and Dell's share jumps up again...Facts are, Compaq and Dell are taking share from all others...but (not really) each other... If 5fer and management stick with execution/refining their vision..the rest will take care of itself...enough "announcements" already....he devalues their potency by the frequent use... 1st half of year should be bright for both companies and stocks, IMO

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