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

To: Elwood P. Dowd who wrote (48478)	2/16/1999 10:22:00 PM
From: Lynn	Respond to of 97611

Thread: Does anyone know what the eBay offers are at the CPQ we site? I tried to find out but this is the page I get, where a password found on an eBay flier must first be entered: directplus.compaq.com Lynn

To: Elwood P. Dowd who wrote (48478)	2/16/1999 10:23:00 PM
From: Roads End	Read Replies (1) \| Respond to of 97611

EL..Wish Rudedog was around to cut through all the emotion. We have been spoiled through his contributions. In the article you posted there is one quote I think he would key on and you touched part of it. "" industry remains highly competitive, underscoring the need for greater operational efficiencies." It has been repeated many times but again, the areas Dell needs to compete in in todays market Dell is not even a player. CPQ and IBM are. The 6 day inventory model is just not enough to "compete" as we move forward. Sorry Mike. Steve

To: Elwood P. Dowd who wrote (48478)	2/16/1999 11:20:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

El, Dell also has lost some of the advantage of its direct-sales model as PC-component prices have firmed up. That is because Dell's direct-sales model allows it to quickly take advantage of falling component prices and pass them onto its customers. But now that prices have firmed, Dell -- like all of the computer makers -- must still hold its prices down to make sales, Mr. Poyner said This combined with a lack of high end products and services to leverage corporate sales puts Dell in a tough market position. The screw driver shop may be in for some hard times trying to play with the big boys. Have you noticed the mention of IBM and Compaq in the same breath when talking about Dell's competitors? Maybe we are getting there a little faster then we think. NW