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


To: SC who wrote (26571)5/25/1998 6:31:00 PM
From: rudedog  Read Replies (2) | Respond to of 97611
 
Shawn -
There is no question that CPQ has the leadership position. My question is about PII. Given that CPQ was clearing inventory of older products while Dell was shipping a mix heavily skewed to PII, the case is not as clearcut as you suggest. It would be very good news if CPQ was moving lots of PII since this is by definition new product.