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


To: Mohan Marette who wrote (8155)10/30/1997 10:41:00 AM
From: chirodoc  Respond to of 97611
 
<<<<<<<BUY both CPQ AND DELL,possibly 'last call' to get in on the cheap!

...........margins may be down a bit due to cheaper pc's--this may be offset by decreased chip prices. decrease in asia may be offset by the pent up demand for cheap pc's around the world and the need for more servers.

.....everytime i can't get through on the net and feel the roadblocks due to increased traffic i realize that with the net growing, there will be need for more big servers (a new niche for dell and cpq) and small pc's so people can do at home banking and financial tracking, shopping, and email, etc.

.......i am buying cpq because of their diversification in the whole pc sector and their smart call on cheap pc's, but dell seems like a great buy.