SI
SI
discoversearch

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: John Koligman who wrote (16724)2/5/1998 11:01:00 AM
From: Thomas Dremel  Read Replies (2) | Respond to of 97611
 
John K, I think DELL has a higher PE vs CPQ 'cause DELL is percieved to be a faster grower, say 30% vs. 18%. DELL does have an advantage over CPQ with the direct sales moded (even in spite of the sub 1000 PC's CPQ sells).

tom d



To: John Koligman who wrote (16724)2/5/1998 1:37:00 PM
From: Satyr  Read Replies (1) | Respond to of 97611
 
Sorry I didn't answer you sooner.
No i really don't have an opinion or do i care about their valuation. Between the two I feel Compaq is by far the better overall investment. I do feel that perhaps the street is now viewing DELL as the heir apparent in the "BOXMAKER" department now that Compaq has moved into other areas.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News