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

To: PCSS who wrote (47764)	2/12/1999 9:58:00 AM
From: Lynn	Respond to of 97611

Michael, the one thing I do like about the CNBC DELL news is that it just might keep the CPQ thread free of DELLhead's who only come over here to annoy people with their, "Dell is better than CPQ," postings. Lynn

To: PCSS who wrote (47764)	2/12/1999 10:00:00 AM
From: Michael Young	Read Replies (1) \| Respond to of 97611

PC demand is very strong, and even Asia looks to be picking up. Expectations for DELL have been ratcheted to extremely high levels and the P/E is nosebleed at nearly 70 times the upcoming year's consensus estimate. Expectations for CPQ are probably too low and the P/E on this years consensus estimate is under 25. CPQ completely dominates the retail channel, and is making substantial inroads into DELL's direct market. I'm looking at charts showing that DELL no longer enjoys much, if any pricing advantage. Meanwhile CPQ is building a system services/internet business. MIKE