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

To: ed who wrote (17494)	2/16/1998 7:42:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 97611

There is no way CPQ and DELL can both do well, the size of the pie is fixed* , one have to sink!!!* Isn't it wonderful we are all entitled to our opinions? The size of my 'pie' is not fixed but rather it is an ever expanding one with an infinite horizon,at least in this early stages of the game. CPQ at this point is well under valued. While DELL is way over valued. I do agree with the former statement and as far as I can tell the latter is yet to be proven and I have decided to hold both until the story changes, and I hope I get some sort of a signal beforehand. As for right now, I am into money on both,DELL more than CPQ at this time, but making money nonetheless and hope to make a lot more on CPQ in the not too distant future.

To: ed who wrote (17494)	2/16/1998 9:43:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 97611

Ed, the size of the pie is definately not fixed. 85% of the people in this world do not own a PC. It will be a long time before they do, that is why when CPQ began offering low-end PCs they actually increased the size of the pie by opening the PC phenomenon to people who normally would not buy one. Truth is though, I agree with you about Dell. They are living on borrowed time now. When CPQ gets into the direct sale market by acquiring Gateway or a company like it, Dell stock will finally settle down. However, Dell has another 3 years at least of excellent growth. A good safer bet is CPQ. Dell is just overpriced (like AOL).