Compaq Message Board - Msg: 9133437

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Technology Stocks : Compaq

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To: Key West who wrote (59864)	4/25/1999 2:50:00 PM
From: rudedog	Read Replies (1) of 97611

gene - what's wrong with being 100% dependant on PC business Nothing, especially when your whole model is geared to make that work - that's why I am a DELL investor. But DELL will have a much harder time making that work in enterprise systems - their "virtual company" approach is interesting but unproven. You are restating my point - DELL is focused on the PC business and they will live or die by their success with that model, at least for the next few years. CPQ needs to solve a different problem. The comparison of CPQ's business with DELL's, and especially the assumption that CPQ needs to be like DELL, is a mistake IMO. It was a mistake for CPQ management to get distracted by this issue and it is misleading for investors to keep comparing the two companies in these terms. As you know, I have been consistent on this point for at least the last 2 years. Comparing CPQ and DELL through the lens of DELL's business misses most of the potential of CPQ.

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