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

To: Roads End who wrote (48586)2/17/1999 11:31:00 AM
From: Elwood P. Dowd  Read Replies (3) | Respond to of 97611
 
Steve.... was a pretty anemic interview. MD didn't quite seem himself. Actually, his responses today made EP's recent interview look far superior. When asked why he had reserved "dellauctions.com," he only said that he has a number of websites reserved and that there would be more web presence this year. Imho, he has no more rabbits to pull out of his hat. Maybe Harvey could give him some help! jajajaaj. Based on the interview and the news of the last 2 days, CPQ is clearly the better stock to own now. El



To: Roads End who wrote (48586)2/17/1999 11:35:00 AM
From: Kenya AA  Read Replies (2) | Respond to of 97611
 
Steve: Renay San Miguel is a wimp! Bruce Francis was much better. This is what stood out in my mind -

DELL is considering going sub-$1000

Michael did NOT say that DELL was taking any market share from anybody - WHY NOT, if that's the case??? He just said DELL was growing at a faster rate than the rest - not the same as taking market share.

He said that maybe DELL should have sacrificed some margin in favor of revenue growth in Q4.

JMO,

K


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