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

To: isdsms who wrote (47959)	2/13/1999 2:10:00 PM
From: robbie	Respond to of 97611

Ira, I love it when DELL investors begin to panic (and they are so spoiled that it doesn't take much). If DELL doesn't beat even the whisper number by a big margin, and have no revenue shortfall as Niles is predicting,the selling will be furious. One thing I find funny is that they are convinced that no one can ever sell direct like DELL - no one else can use that model. That's absurd, and is what will cause them to lose so much money. The model can be copied and is being copied - very slowly I'll admit, but very surely. Robbie