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

To: Jimbo Cobb who wrote (90637)	4/8/2001 11:07:34 PM
From: Captain Jack	Respond to of 97611

Jimbo-- ~~OT~~have not traded MUEI since the 8 - 11 range. Not buying it here even though IMO the dram business alone is worth 5X that or more. It had been a great trader for a long time. IMO they had the best boxes at great prices but you are correct-- the box business is in the process of being sold. 2 of my 3 machines at home are MICRON and the other is a DELL. Looks like more mkt share for DELL from me. All the boxes and servers at work are cpq. After looking real hard at the USPS contract with cpq and ibm I checked DELL out. Someone wanting a good system real inexpensive will be buying cpq. Just a tad better and much better warranty and they will buy the IBM for a few extra bux-- if they want a bit faster (800 PIII vs 766 Celeron) and larger monitor for the same price they will call DELL... I suspect cpq and IBM will sell a ton of boxes under this contract over 3 years,,, just the discounts on higher end boxes and accessories should dump a ton of low margin rev in on both...