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

To: Aitch who wrote (36035)	11/9/1998 10:05:00 AM
From: John F. Dowd	Read Replies (1) \| Respond to of 97611

Harrigan: I can't see the comparison between CPQ and DELL. DELL is a pretty unidimensional company whereas CPQ has many facets. Service,desktop,servers ala Tandem as well as Mini interfaces and service expertise through DEC and then Alta Vista. I am investing in CPQ because of what I hope is all the hidden and unrecognized (by bean counting analysts) value that will provide future earnings growth that is sustainable beyond just selling more boxes. Micron seems to be able to do what DELL does and the one trick pony eventually loses out. JFD