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

To: JRI who wrote (49990)	2/26/1999 1:28:00 PM
From: Elwood P. Dowd	Respond to of 97611

To: JRI who wrote (49990)	2/26/1999 1:37:00 PM
From: Bretsky	Respond to of 97611

I also own CPQ and DELL. More DELL, and I am seriously considering selling my CPQ and buying MSFT or CMGI. Yes, from my vantage point, there was a lot of stuffing in the channel, and that's what many VAR's are selling now. 1. In reality, I do not believe CPQ is really making headway. CPQ is growing a bit, while DELL is expanding much, much faster. Also, IMHO, DELL's weakness was a direct reflection of the industry, not of DELL. If you haven't yet, be sure to read the about 12 or so posts ago with the Motley fool bashing CPQ. I tend to agree with much of what they say.