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

To: Merlo who wrote (31606)	8/26/1998 4:25:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Hey Merlo.... If you wanna be in the tech sector and own a BUNCH of shares, buy Quarterdeck! jajajajaja El

To: Merlo who wrote (31606)	8/26/1998 4:34:00 PM
From: uu	Read Replies (3) \| Respond to of 97611

DELL VS. CPQ, 1. DELL has a market cap of $78.5 Billion, CPQ's market cap is $58.9B 2. DELL's stock is selling at 55 times its book value, while CPQ is selling 5.5 times its book value. 3. Dell is selling at 5 times its sales, while CPQ is selling 2 times its sale. 4. CPQ is better established with corporations (where the high margins are), and has just started to really take off with the regular consumers. Now you can conclude which one is grossly overvalued and which is grossly undervalued! But then again in a market where there is a buyer's strike going on against undervalued companies, I can safely say DELL will continue to soar. However, reality will catch up to foolish investors at some point! The case with DELL kind of reminds me of companies such as Borland, and Novel a few years ago when mania was at its ultimate point (as far as I remember). Regards, Addi Jamshidi

To: Merlo who wrote (31606)	8/26/1998 8:15:00 PM
From: D. Swiss	Read Replies (2) \| Respond to of 97611

Merlo, I hate to break this to you, but you need to do a little homework. If you look at the recent IDC report, it shows Dell growing at the rate of 75% while CPQ is growing by 17%. CPQ's model cannot compete with Dell. Forgetting about the middleman mark-up which Dell doesn't have, Compaq has about 40-50 days of inventory vs. Dell's 8 days. With component prices falling at the rate of 1% per week, that gives Dell a built in 7% price advantage not to mention the consistently higher PC magazine quality ratings where Dell is consistently #1 or #2 and CPQ is usually 7 or 8. Best of luck to you. Be careful though, Dell continues to gain market share while making more profits than CPQ, IBM, HWP and GTW COMBIMED for the past two quarters in the midst of a price war. Can you imagine what Dell will make when pricing pressures ease as they are now. :o) Drew