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

To: Thomas Dremel who wrote (38742)	12/5/1998 10:48:00 AM
From: Nilesh Parikh	Respond to of 97611

The question should be which company do you want to invest in for next 5-10 years, CPQ or DELL? Both are outstanding companies, but CPQ will come out ahead. How many analysts have recommended CPQ recently?? I watch NBR regularly and most analysts recommend CPQ is their top technology stock for long-term. -Nilesh.

To: Thomas Dremel who wrote (38742)	12/5/1998 4:05:00 PM
From: Uncle Frank	Respond to of 97611

>>I don't know of many people that actually owned DELL for 10 years (or even 5 years). Do you? I think so. There are a number of self described Dellionaires that frequent the Dell thread. Some are current or past employees, and seem to have been in Dell for a long period. No complaints about CPQ over the past 5 years, or even the last 2 years. My wife is a Tandem employee, and her tdm holdings converted to cpq with a cost basis of under $11. Too bad she sold a batch just 2 weeks before the acquisition :-(. The post I was responding to from Addi expressed disbelief that anyone would buy dell over cpq based on price to sales, etc. I think there are some very compelling reasons to buy dell right now. While I think cpq will do very well over the next 6 months, I also think/hope dell will explode over the same period. They have been building a strong base in the 60-65 range, and I believe they will be in the 85-90 range by their earnings report in mid February. My concern with cpq is that they may be influenced by the strong DEC culture instead of the other way around. Have you seen any signs yet that either the Tandem and DEC acquisitions have been accretive? Frank