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

To: QuentR who wrote (96434)	3/21/2002 9:22:04 AM
From: Lynn	Read Replies (2) \| Respond to of 97611

Wow! Anyone subscribe to James Cramer's RealCommentary? If so, please share the rest of this article with the rest of us: Dell Looks Overvalued Next to H-P/Compaq By James J. Cramer Is Dell (NasdaqNM:DELL - news) five times better than Compaq (NYSE:CPQ - news)? Are Hewlett-Packard (NYSE:HWP - news) and Compaq together a bother, a pain, a distraction to Dell? Is Gateway (NYSE:GTW - news) not going out of business? All of these thoughts occurred to me last night as I was preparing to ask questions of a nice reporter from Business Week who follows the Hewlett-Packard story. They occurred to me because Dell, which I own, is five times bigger than Compaq and twice as big as Hewlett-Packard, and, even considering how much I like Dell as a company, that disparity worries me. This article continues for RealCommentary subscribers. biz.yahoo.com Lynn