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

To: rupert1 who wrote (49114)	2/22/1999 5:27:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

Hmmm... I really gave Jim more credit than that. It is pretty obvious that CPQ did not push the number over the top on server sales. I think the company with the big revenue worries in the next few quarters is DELL. Their enterprise business was surprisingly weak, especially in the US, which surprised me. Jim ought to be looking a little more closely at his core DELL holdings. A lot of people on the DELL thread look to people like Jim for information and advice, and for the first time in many years that advice probably needs to be something other than "Buy more DELL".