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


To: rudedog who wrote (26343)5/19/1998 12:54:00 PM
From: Maxer  Read Replies (1) | Respond to of 97611
 
Thanks for your response. Let's hope we're both right about CPQ.

I was going to buy some Dell last year, but when I looked at the p/e I decided to just do CPQ which when up than really tanked. Learned something there. Diversify, I think is what they say.

Also figure that we have to consider CPQ a "mature" company and we won't get the same kind of growth we have seen in the past. Dell is (at least by market share) smaller, and I imagine still has some of the hot growth ahead of it. But when that growth starts to slow... watch out below. Will be interesting to get the word from Michael Dell tonight.