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

To: Night Writer who wrote (36654)	11/16/1998 1:30:00 PM
From: DownSouth	Respond to of 97611

>you sold Dell and bought CPQ? I sold QCOM and bought CPQ. My decision boiled down to DELL or CPQ. I chose CPQ because I believe CPQ is getting its merger issues behind it and beginning to roll out new initiatives that will result in a return to growth and profitability with less volatility than DELL. IMO, CPQ can beat Dell at its own game, if it chooses too. Also, CPQ has a much bigger game to play in the enterprise and in the growth niches of technology in general.