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

To: Tumbleweed who wrote (33280)	9/22/1998 9:38:00 PM
From: KM	Respond to of 97611

Bad news: bloomberg.com

To: Tumbleweed who wrote (33280)	9/22/1998 10:14:00 PM
From: Eddie Kim	Read Replies (2) \| Respond to of 97611

>>And it has been for a long time but they keep on performing and it keeps on being overvalued. Didn't they used to say this about the market before it went down 20+% >>Would you rather your stocks were overvalued or undervalued? I'll take the former please. I have too many undervalued stocks in my portfolio as it is :-) At any given time, I would rather have an undervalued stock. Past performance does not mean future performance. >>Besides which Dell could drop 45% and I'd still be up and there is no sign that that moment of weakness is near. Cant say that about CPQ. I'm already down there. Depends when you bought CPQ. I made my first CPQ purchase in 1991. >>And of course, since CPQ is ahead of Dell in sales,its growth rate shoud decline first. SO if that is your argument, you should get out of CPQ. CPQ growth rate is lower than Dell's. I don't think many people view CPQ as a growth company relative to DELL. >>The answer is yes I do see Dell winning. How are HP going to compete? BY selling more at lower prices when they are already making a loss on each PC they sell? Not a good strategy. Dell is positioned by actually making money on its server sales. Rudedog...any comments on this?