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

To: ed who wrote (17500)	2/16/1998 8:55:00 PM
From: Mohan Marette	Respond to of 97611

Yeah whatever, you stick with your opinion and I with mine.

To: ed who wrote (17500)	2/16/1998 10:28:00 PM
From: Harry Landsiedel	Respond to of 97611

ed. RE: "The growth of the pie is limitted, if both CPQ and DELL want to grow as before, one of them has to sink." I don't agree. Look at the share of "all other" desktop PC's in the U.S.: it's 28% and the top 4 only have a 46% share. There's lots of room for both Dell and CPQ to grow at the same time, at the expense of the smaller players. Globally the numbers show more potential for CPQ and DELL. All other is 43.6%; share of top 4 is 35%. (Source: IDC 3Q) I think where DELL is vulnerable is in the server area and in the Sub1K desktop. If this migrates to the business market watch out. IMHO. I am long CPQ and don't have a position in Dell. HL