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

To: FR1 who wrote (31669)	8/27/1998 3:01:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 97611

Franz, if you believe this so does word of their [Dell's]35% or so DOA computers. The word is that DELL screws them together and ships them. The customer acts as the bench tech that burns in the assembled computer and replaces the bad boards, etc. Why would you invest in such a company? Furthermore, if it were true why would major companies like Boeing be buying Dell exclusively. And if it were true, why is it that Dell outscores Compaq (along with all other major competitors)in customer satisfaction? I know a number of computing managers at BA, and they are uniformly happy with Dell. If this is how you justify investing in CPQ I think you need to reexamine some critical thinking skills. It serves no one to act on the basis of misinformation. You might try doing some research yourself to try to figure out why Dell is growing at nearly four times the industry growth rate. Can you show me an unbiased disinterested source (that specifically excludes unattributed comments by posters on this thread) that support that outrageous contention? This conversation started out when Merlo made some incomplete and irrelevant comparisons between the two companies. Drew Swiss correctly pointed out that there were any number of metrics that explain why Dell has significantly outperformed Compaq -- and is likely to continue doing so for the foreseeable future. I think Compaq has two advantages over Dell. One is in the high-end server/service arena, and the second is in first-time retail customers. But I think that Compaq will lose out in notebooks and desk-top/work station sales. TTFN, CTC