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

To: hitesh puri who wrote (17750)	2/20/1998 4:07:00 PM
From: WeisbrichA	Read Replies (1) \| Respond to of 97611

HP, I don't think you know the difference between an retailer, reseller or direct sale. Further more, I don't think you know the difference between a PC, Desktop, workstation, or Server. You seem to try to oversimplify things a lot. RW

To: hitesh puri who wrote (17750)	2/21/1998 12:25:00 AM
From: ed	Respond to of 97611

If you think Dell make more money than CPQ, then go to the profile of CPQ on SI, and look at its profit margin, and do the same thing on DELL. Then tell me who is making more money. On high tech stock, we care not just the current potential that the company can make money, but one year down the road. If the company lost its potential to make money, the stock will fall like a rock !!!!! You can see it on AMD, Asnd, COMS, WDC .....etc, so many examples. So, I wish you good luck on DELL, but be careful not to chase the last train !!!