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

To: profile_14 who wrote (92298)	7/24/2001 10:59:46 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

LOL! WoW! There are some tempers here,,, A sign I may have sold too early today? A couple things in response,, we are all playing in the mkts to make money. It does not matter if it is a good company that falls or a bad one that runs-- the goal is to make a buck. novl has much better products than msft but are a joke in the software / app mkt place. cpq has not been making anyone but the traders a few bux since long before the bubble burst or dell did its drop a bit later. As POed as LT dell SHs are,,, cpq LT SHs have recd the wrong end of the stick. Neither have made bux for LT SHs but dell has done a slightly better job. Same reason I'd not own novl,,,A LU,, no! But certainly no msft either,, and it is little more than a trader at this point too..

To: profile_14 who wrote (92298)	7/24/2001 11:25:01 PM
From: Jimbo Cobb	Respond to of 97611

Who said anything about Dell ????????????? and what does DELL have to do with LU anyway ?????? Just put down the bottle and walk away........ jajajajajajajajajajajajajajajaja Jimbo.

To: profile_14 who wrote (92298)	7/25/2001 9:34:48 AM
From: MeDroogies	Read Replies (1) \| Respond to of 97611

I'm no fan of MC these days...he's on tenterhooks as far as I'm concerned. However, it IS true that CPQ is a steal vis a vis Dell when you compare them on several other standards besides PE ratio. That said, it all depends on how you view CPQ's future. I'm on the fence. I think it's still pretty good EVEN IF they remain primarily hardware oriented. Dell is basically screwed in the long run. As much as MD likes to preach low cost market share gospel, his primary source of income is not going to light any fires soon, and his method of moving product (cut prices) is a known losing proposition over time. Very few highly intelligent CEOs have run market winning games like this and wound up a "winner". There's always somebody else who benefits.