Michael,
Watching the action here at the close I was wondering what you and others thought of the apparent connection that the market is making between Dell and CPQ. It seems to me that if Dell didn't make revenue estimates, then perhaps Compaq's claims of market share gains have some merit, no? So, instead, CPQ gets punished with Dell? I'm just a PC industry guy and am by no means a stock expert, but it sure seems to me that the analysts are continuing to tightly link these stocks when in reality CPQ is growing beyond its original position as a box vendor. Sorry if this has been covered already today, I haven't had time to read all the posts today.
Regards,
JMaz
PS: I also own Dell as well, so I'm not picking on Dell at all just trying to better understand the market's perception of these companies.
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