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To: Mr. Stress who wrote (67593)4/11/1999 8:40:00 PM
From: Rock_nj  Read Replies (2) | Respond to of 119973
 
The futures are down that hard solely because of Compaq? I guess it's just an excuse to take profits. The market has had a nice run lately.



To: Mr. Stress who wrote (67593)4/11/1999 9:42:00 PM
From: sim chambers  Respond to of 119973
 
CPQ......i just have to believe that DELL is stealing all of CPQ's marginal units. remember at the last dell earnings, dell said that they would be bidding more aggressively in the business segment. it doesnt take a genious to figure that dell is kicking there ass exactly in that segment.(CPQ stated that's where the soft spot was) DELL is a monster that wont stop until they have alot more share, they dont care who they take it from.

the box business is ok. dell is eating cpq's lunch. sell cpq, buy dell