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

To: Elwood P. Dowd who wrote (91344)5/22/2001 10:35:41 AM
From: rudedog  Read Replies (3) | Respond to of 97611
 
El - note this spin - "Desktops now make up
only a little less than 50% of revenue. "
DELL does not mention that another 30% come from notebooks. Servers and Storage have been constant at about 20% of DELL's revenue for more than 2 years. So there has been no shift to enterprise revenue at DELL.

If Compaq did the same thing - take notebooks and workstations out of the revenue measure - their "desktop" sales would probably be less than 25% of revenue.



To: Elwood P. Dowd who wrote (91344)5/22/2001 3:07:44 PM
From: Night Writer  Read Replies (2) | Respond to of 97611
 
Sold trading shares for 17.60. I don't trust the broader market right now. I think I may have jumped out too early, but that is something I accept when making ST position trades.

Still have a huge LT position plus naked put LEAPS.
NW


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