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

To: Jason W. France who wrote (21952)	3/16/1998 12:06:00 AM
From: ed	Respond to of 97611

Actually something is still bug me. If CPQ had no problem in the consumer PC market , and is the leading supplier of corp America market, then the question is why it just made balance in the current quarter ? Why there is channel stuffing problem in the business market ? Is it because it manufactured too many or because it can't sell ? If it can not sell, then how come it is the leading supplier ?

To: Jason W. France who wrote (21952)	3/16/1998 7:57:00 PM
From: Mike Gordon	Respond to of 97611

< Whenever Dell's business gets mentioned it seems to get couched in terms of the consumer market segment. According to Dell finanicals this accounts for less then 10% of their biz.> I'm one of those who live under the perception that DELL is primarily a consumer driven company. I was not aware that the business sector was that great. Probably no reason why DELL shouldn't enjoy the same growth in this sector. Thanks for your response. Mike Gordon