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

To: CGarcia who wrote (30632)	8/7/1998 4:40:00 PM
From: SecularBull	Read Replies (2) \| Respond to of 97611

Only a moron would buy Dell stock at $115 at the same time, and expect it to be at $230 by years end.... 1) I'm long in DELL since March 1996. 2) The performance you claim is unattainable has been attained in the past three years, each year. 3) There's a reason that Compaq's stock does not trade at the multiple that DELL trades at. Do you know why that is, or are you just buying beaten-up stocks hoping to score a buck on the quick return? 4) Dell will (does) make more money in 1998 than Compaq. 5) Dell will (does) have better margins in 1998 than Compaq. 6) Dell does not have an inventory problem. 7) Dell doesn't complain about how IDC and Dataquest calculate unit shipments when things don't go their way. 8) Dell doesn't have a distribution channel to stuff to pump their numbers. They're real from quarter to quarter. 9) Dell isn't having to change their business model to stay in business. 10) Compaq isn't changing their business model enough to remain competitive with Dell. 11) Dell's management doesn't lie to shareholders and analysts. Just my thoughts. Have a nice weekend. LONGonDELL

To: CGarcia who wrote (30632)	8/7/1998 4:42:00 PM
From: S.C. Barnard	Read Replies (2) \| Respond to of 97611

Is this one true? messages.yahoo.com@m2.yahoo.com

To: CGarcia who wrote (30632)	8/7/1998 4:48:00 PM
From: SecularBull	Respond to of 97611

CGarcia, I never said that CPQ made a bad product. My problems with Compaq are all in the business model. Your statement: I could care less whether Compaq computers are a piece of crap concerns me. I think any investor in any stock should care about the quality of the product that the company makes. Dell had a product quality problem that severely hurt the company several years ago, and likewise the stock was hit. Compaq builds a good product. The question is, can investors say to themselves that, year-over-year, Compaq is a better investment than Dell? At this point, that question cannot be answered in the affirmative. My advice is to buy DELL on the dips, and forget about prematurely buying stocks that are beaten up with good reason. Regards, LONGonDELL