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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Captain Jack who wrote (77476)	2/5/2000 12:34:00 PM
From: Night Writer	Read Replies (3) \| Respond to of 97611

Captain, Please do not pick on DELL... I had to buy it recently and it is in the black --- Captain, Captain, Oh my Captain, how can you make such a request after all the negative Compaq comments? One minor correction though, Compaq is not just a box maker. Dell is just a box maker. Wildfire and iPaq are going to enable Compaq to eat Dell's lunch. Compaq is technically so far ahead of Dell it will take them years to catch up. Dell's marketing advantage is not unique and is being selectively duplicated where it makes sense by Compaq. Dell is not spending research dollars to catch up with Compaq's technonlogy lead. This is Compaq's year. Compaq's stock is going to explode upward during the second half while Dell is going to miss another earnings estimate while struggling to hold US market share. NW