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

To: Elwood P. Dowd who wrote (48401)2/16/1999 5:15:00 PM
From: Night Writer  Respond to of 97611
 
El,
I don't think we will gap down anywhere close to Dell. This is where our low PE comes into play along with analyst's being strong on Compaq. We haven't been carrying an 80+ PE.
NW



To: Elwood P. Dowd who wrote (48401)2/16/1999 5:16:00 PM
From: Roads End  Read Replies (1) | Respond to of 97611
 
EL..The wire from Dow jones which I can't copy is reporting Dell is getting hurt by IBM and CPQ because they are linking PC sales with server sales putting Dell at a disadvantage.
Steve



To: Elwood P. Dowd who wrote (48401)2/16/1999 5:16:00 PM
From: Jeng Chiu  Respond to of 97611
 
Today's showing could give EP credibility when he said that CPQ was taking market share away from Dell. This is probably the best thing that could happen to CPQ. Dell will no longer be seen as the untouchable, which is a long term moral victory.

Also, now all those managers who just buy Dell, Csco, Intc, and Msft, may actually have to do some real work now. Imagine that.


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