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

To: Chris who wrote (46238)	1/30/1999 8:13:00 AM
From: Catcher	Respond to of 97611

chris imho you are on target with "super bowl" of sorts between dell / cpq. in terms of market share trend a victory (with stock price rise) for one will, increasingly, signal a (relative) decrease for the other. i held both cpq & dell for many moons. have decided for now thru 2/16 earnings release to focus on dell. still somewhat bullish on cpq long term since ep had the guts to duplicate dell distribution...however, rome not built in a day. hopefully no more inventory shenanigans & we should be ok