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Technology Stocks : Compaq
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To: Roads End who wrote (48586)2/17/1999 11:35:00 AM
From: Kenya AA  Read Replies (2) of 97611
 
Steve: Renay San Miguel is a wimp! Bruce Francis was much better. This is what stood out in my mind -

DELL is considering going sub-$1000

Michael did NOT say that DELL was taking any market share from anybody - WHY NOT, if that's the case??? He just said DELL was growing at a faster rate than the rest - not the same as taking market share.

He said that maybe DELL should have sacrificed some margin in favor of revenue growth in Q4.

JMO,

K
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