Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Chen who wrote (8089)	10/29/1997 4:44:00 PM
From: Night Writer	Read Replies (2) \| Respond to of 97611

Friendly Broker just callled - Rumor on trading floor. Dell & Compaq will miss quarterly numbers. Interesting, Compaq quarter is already announced. I don't think traders follow any basic information, just the rumor of the moment is driving market. His doesn't this will happen. Interesting!! When are Dell numbers out? Or, are they already out? The cockroach got stepped on, and the traders are lost. Going home now without looking at market. Will do that after dinner. Accutually worked today! NW

To: Mike Chen who wrote (8089)	10/29/1997 5:15:00 PM
From: hpeace	Read Replies (1) \| Respond to of 97611

chen, yes, according to history cpq is in never never land. but, then the latest idc and dataquest indciate that cpq is conquering the world. Even the dellites couldn't refute cpq's growth to unbeleiveable market share and gross margins that over over 20% higher than dells. the last time that someone had the kind of market share they have was in mid 80's with IBM. I think Dell having to buy SMT boards is hurting since that cost a premium now. Cpq has a premier SMT capability that is the envy of even the Japanese.