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

To: D. Swiss who wrote (33793)	10/5/1998 9:48:00 AM
From: Eddie Kim	Respond to of 97611

Let's refresh the argument: Message 5903054 You just wrote: I was not talking about the consumer business and I was not talking about who sells more computers. What I meant to say specifically was that Dell and GTW consistently rate higher on a price performance basis than CPQ. Something smells like horse s*it and its coming from your direction.

To: D. Swiss who wrote (33793)	10/5/1998 10:12:00 AM
From: rudedog	Respond to of 97611

Drew - You have a way of twisting everything around. You were the one who commented on CPQ's share of the consumer market with the statement that Dell and GTW were pounding CPQ, not me. I was just trying to understand what you were talking about. Why do you own 48,000 shares of Dell???????????????????????????? This to me is one of life's biggest mysteries. Because I like making money? Because I think Dell is a great company? Because I don't want to take the cap gains hit on this investment? Because I think Dell is one of the safest investments right at the moment, especially in a potentially deflationary environment? I have NO plans to sell either Dell or CPQ any time soon (as in the next 12 to 18 months) and may not sell either ever. I have some CPQ stock that I have held since 1992. You obviously think CPQ is the greatest thing since sliced bread. Drew, I don't confuse my investment strategy with cheerleading. My portfolio will not go up a nickle if I pretend that Dell has market share that they do not have. Likewise it will not go down a nickle if I dig up the real information on what's happening in the market among the various companies I have invested in. I believe that CPQ and Dell are the two best companies in the volume computer segment. They are very different companies and will be affected by different market conditions, as we have seen clearly over the last 5 years. This is not the Bulls vs. the Rockets. I can actually be a strong supporter of both companies, for different reasons. Let me put it this way. If you believed that Dell would never be #1 in any segment, would never be bigger than #4 overall, and really believed that in your heart, but you also thought that their overall business would remain strong and revenue growth would continue along current trends, would you sell Dell? If so, why?