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

To: rudedog who wrote (36605)	11/15/1998 3:57:00 PM
From: Stevefoder	Respond to of 97611

Rudedog, that was an excellently written analysis of Dell versus Compaq. I am keeping a copy of your article. It is the best yet article written that I have seen in a long time on analyzing the businesses. I also own Compaq and Dell and have been considering what the next best step is for my Dell ownership. I have been planning on keeping all of my Compaq.

To: rudedog who wrote (36605)	11/15/1998 8:18:00 PM
From: Night Writer	Respond to of 97611

rudedog, Thank you for the detail analysis of CPQ vs Dell. I was planning on selling a good part of my CPQ at around 40 to 45. I think I will hang on to it longer after reading your analysis. NW