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

To: robbie who wrote (24968)	4/25/1998 9:02:00 PM
From: Jack T. Pearson	Read Replies (2) \| Respond to of 97611

"I smell fear in them thar words." I don't think HP fears Compaq. I believe they have less than 4 weeks inventory in the channel. Compaq has two to three times that.

To: robbie who wrote (24968)	4/26/1998 1:15:00 PM
From: Venkie	Respond to of 97611

I was long on Cpq for a while and i had to take a look at my investment.I really believe Dells mgt has a much better grip on things than they get credit for. You can trust what Dell says and they always have an ace up thier sleeve. Why do you think there are so many dell share holders. mikey doesn't t ry to be Mr. Cool..He just plugs along taking market share -making Wall St est and making the Dell Longs richer..This week may be a take a position week in Dell for the next earnings report..There is something about Cpq that i cant trust and all the bells and whistles cant hide that.Dell is bulding more factories as we speak so that says a lot.Cpq is struggling just to unstuff the screw ups its already made. Cpq's millionare status is very Cpq right now and everybody wants to be a Dellionare. Cpq share holders fled Cpq to come here..I wonder why