Compaq Message Board - Msg: 7861407

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (48478)	2/16/1999 10:23:00 PM
From: Roads End	Read Replies (1) of 97611

EL..Wish Rudedog was around to cut through all the emotion. We have been spoiled through his contributions. In the article you posted there is one quote I think he would key on and you touched part of it. "" industry remains highly competitive, underscoring the need for greater operational efficiencies." It has been repeated many times but again, the areas Dell needs to compete in in todays market Dell is not even a player. CPQ and IBM are. The 6 day inventory model is just not enough to "compete" as we move forward. Sorry Mike. Steve

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