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Technology Stocks : Compaq
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To: jim kelley who wrote (54836)3/25/1999 3:19:00 PM
From: rupert1  Read Replies (1) of 97611
 
jim: You support most of your negative comments on CPQ and most of your positive remarks on DELL by reference to IDC market surveys. You urge us to accept them as objective evidence. What happened ?

This is what your wrote on the DELL Thread today.

____________________________________________________
To: Gabriel Dubois (111563 )
From: jim kelley Thursday, Mar 25 1999 2:58PM ET
Reply # of 112308

Gabriel,

The IDC report was not very illuminating. In fact it was a disappointment. For the money they are asking for their reports I would hope for better documented research and better interpretation.
The report looks like it was written by someone with less than a adequate command of English and a shortage of IQ points.

It adds no light to the DELL situation this quarter. It also looks dead wrong with respect to CPQ and possibly GTW.

Regards,

Jim Kelley
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