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Technology Stocks : Compaq
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To: rupert1 who wrote (59841)4/25/1999 9:58:00 AM
From: Key West  Read Replies (1) of 97611
 
<<Why do you assume that inventory overhang in the PC division explains low profitability across all divisions? You assume it because you are fixated on it - you are fixated on it, because you are captured by the DELL model. >>

The market's "fixation" on the Dell model is what helped Dell's stock price grow more than 16,000% in the last 5 years.

You are in serious, wealth damaging denial, Victor

Gene
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