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


To: tonyt who wrote (92195)7/18/2001 6:32:33 PM
From: profile_14  Read Replies (1) | Respond to of 97611
 
Do you really believe CPQ makes it for 25% more than Dell? Kumar is a SOB who has it in for Compaq probably because there is no investment banking business there for him.

"The only vendor who has a business model to play profitably
in this environment is Dell," said U.S. Bancorp Piper Jaffray
Inc. analyst Ashok Kumar. "Dell's comparably configured desktop
PCs are 10 percent less than Gateway's and 25 percent less than Compaq's.