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Strategies & Market Trends : Range Bound & Undervalued Quality Stocks -- Ignore unavailable to you. Want to Upgrade?

To: JakeStraw who wrote (1045)	2/8/2000 9:40:00 PM
From: Esway	Read Replies (2) \| Respond to of 5499

Jake here is a Dell article with a comparison of CPQ's new strategies: smartmoney.com story=20000208041447 <<Moreover, for the past year or so Dell has been competing against a weakened rival in Compaq (CPQ). But that appears to be changing. Wolf points out that Compaq is finally implementing a direct-distribution model and could turn into a much more formidable competitor as the year unfolds. Consequently, just as Dell's growth comes under pressure from the law of big numbers, it will also face more robust competition.>>