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


To: rudedog who wrote (91089)5/3/2001 2:13:08 PM
From: John Koligman  Read Replies (1) | Respond to of 97611
 
Thanks Rudedog and I agree that one review is by no means definitive, but it is plain to me that Dell has been WAY below the competition on pricing until now, when it appears CPQ is starting to get down into the dirt. Based on your response to Profile, I get the idea you think around 50% of CPQ's server business is still 'somewhat isolated' from the Dell bear. Fair assumption on my part?

John