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

To: SC who wrote (26579)	5/26/1998 7:27:00 AM
From: SC	Respond to of 97611

Compaq plans to refresh the entire notebook line with Pentium II processors by the end of the third quarter: zdnet.com

To: SC who wrote (26579)	5/26/1998 8:33:00 AM
From: rudedog	Respond to of 97611

It is pretty clear that Dell is the runaway winner in profitability at the moment, they have been very agile in matching their business to the high margin segments of their market. I would also expect them to stay ahead for the near term in that regard. CPQ is at a different point in its growth, and their gains in the next six months will more likely be share gain and establishment of an ongoing competitive edge through integration of more of the IT 'product' requirements as viewed by the customer.