Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Aitch who wrote (47914)	2/13/1999 6:12:00 AM
From: beachbum	Respond to of 97611

<<The aggressive push in direct and online sales by the other indirect vendors, especially Compaq, will no doubt accelerate competition in the direct segment of the PC market in the future.>> GOTTA LOVE THIS PART! EDLM

To: Aitch who wrote (47914)	2/13/1999 8:17:00 AM
From: Kenya AA	Respond to of 97611

Hi Aitch: Thanks! Danny Boy writes a good report, no? Wish I could see the one on CPQ! Compaq is cooking, Dell is done. K

To: Aitch who wrote (47914)	2/13/1999 9:13:00 AM
From: Lynn	Read Replies (1) \| Respond to of 97611

Thank you for posting the entire article, Aitch. My read of this part is that although DELL is valued as if it is a gorilla, it is not: [quote begin} We would also argue that given the more competitive and less differentiated nature of Dell's business relative to that of Cisco (CSCO $105), Microsoft (MSFT $163) or Intel (INTC $133) that a discount to the growth rate might be more appropriate. [quote end] Could you please share the URL for this with us? Lynn