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

To: Ibexx who wrote (24941)	4/25/1998 10:32:00 AM
From: robbie	Respond to of 97611

From the AMAT thread: To: Steve Byers (19003 ) From: Gottfried Mauersberger Friday, Apr 24 1998 10:32PM ET Reply # of 19008 Steve and all, "Europe, Middle East, Africa PC Shipments Rose 21% In 1Q" Dow Jones Newswires -- April 24, 1998 LONDON (Dow Jones)--First-quarter personal computer factory shipments in Europe, Middle East and Africa rose 21% from the year-ago quarter, according to International Data Corp. In a press release, the research group said "pricing actions across the region played a significant role as the sub $1,000 dollar PC became a reality ... stimulating demand across all sectors." International Data said Compaq Computer Corp. (CPQ) was the top vendor in the region, with a 14.2% share of the market, compared with 13% a year ago. International Business Machines Corp. (IBM) was second, with an 8% share, compared with 8.9%. Hewlett-Packard Co.'s (HWP) market share rose to 7.5% from 5.3% on "considerable investment" in manufacturing for its corporate desktop line and aggressive pricing. Dell Computer Corp. (DELL) held a 7.2% market share, up from 5.2%. Rounding out the top five, Vobis group, consisting of Vobis, Maxdata and Peacock, held 5.4% of the market, up from 4.0%. GM

To: Ibexx who wrote (24941)	4/25/1998 11:43:00 AM
From: rudedog	Read Replies (2) \| Respond to of 97611

I also am long in both CPQ and Dell. I have been thinking that there is probably a point where it would make sense to get out of Dell (realize the gains) and put that into CPQ, assuming that Dell will do well during the time when CPQ and IBM are struggling with inventory, but that later, maybe in 3Q98, Dell will flatten out and CPQ will start to win because of DEC acquisition, new inventory model, and current depressed price. If there will really be a later peak for CPQ this plan would make sense, maximize the investment in the uptick in both stocks. Dell bulls assure me that the smartest thing would be put it all into Dell, or at the very least hold all the Dell I have. I have done well just holding both over the last couple of years and don't trade often. Any thoughts on this?