Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: George Elliott who wrote (85242)	10/4/2000 5:37:37 PM
From: PCSS	Respond to of 97611

George Elliott, <I'll give a bonus to MC if that starts happening!> .... How about a Chairmanship ? Michael

To: George Elliott who wrote (85242)	10/4/2000 6:33:31 PM
From: Rossignol	Read Replies (1) \| Respond to of 97611

lots of factors certainly point that way 1) CPQ finally is doing on-line config (finally) and steadily building more of their revenue stream via that channel - that's Dell's only channel so there's more shop and compare going on. 2) We've been in a tight supply chain market for awhile - that's tough on a BTO model company because it simply gets tougher to fulfill the new orders. When you have other channels such as distribution, at least you have some inventory to smooth out the supply fluctuations. 3) Didn't Dell cancel their webPC? Meanwhile ipaQ's are hot in every category 4) Alliance are getting announced in EC, B2B and ERP left and right by CPQ - that's got to bode well for their professional services outlook. To me Dell's looking more like a boutique stock every day. AAPL has always been that way too. Too narrow. I'm not bashing Dell, its just if you are going to specialize in one thing you have to make sure it locks out the rest of the market - what used to be their advantage (BTO) now is more of a level playing field because you can now buy this type of technology from ISV's, eg it's more like a commodity. Now, if only CPQ could be more thought of as enterprise/diversity oriented (not just PC) could this be the quarter? FWIW, I bought 1500 shares today to find out! Oh well, its only money - IMHO