Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Mike Gordon who wrote (20269)	3/7/1998 10:03:00 AM
From: Key West	Read Replies (1) \| Respond to of 97611

It would be unfair to compare Compaq to Dell. Dell possesses a distribution model that is the envy of the industry. As someone who has made a fortune being long Dell the last 2 years told me, the reason that Intel had to issue its warning was directly due to Compaq's stuffing of its distribution channels. Now Compaq has to worry about unloading computers with older chips and work out all kinds of financial concessions with its dealer network, while mighty Dell, with no more than 6 days worth of inventory, is the only player offering the lastest 333Mhz. chip. It's not even a fair fight at this point. The writing is on the wall, folks. What would you do if you were a portfolio manager looking for some industry representation in your portfolio. Which one would you pick? Gene Piccoli