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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Frank E W who wrote (116663)	4/12/1999 12:59:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<Despite its struggles to match Dell and other low-cost producers, Compaq remains a relatively high-cost producer, still largely wedded to costly build-for-inventory manufacturing and a distribution system based primarily on resellers, with all the margin implications those suggest. Sure, Compaq's trying to develop an online-sales presence it hopes will challenge Dell -- but a big bottom-line impact from that is quarters away. >> The Street.com makes IT REALLY CLEAR why it pays to buy ONLY the best hardware stock....owning CPQ is an ongoing headache....today we see a lot of the Funds taking their money and rotating it (a few will buy some DELL on sale, others will dive into the internut sector in a big way)....IMHO, many of the large Growth Funds have about had it with CPQ....the Funds are under pressure to outperform the S & P -- why take a risk on CPQ?? Good Question... Best Regards, Scott

To: Frank E W who wrote (116663)	4/12/1999 1:02:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Ref:Compaq- I stick with 'mendacity' & 'incompetence' and not just the latter. Frank: This guy cracks me up,here is an example. .....' Compaq's internal systems are, by all accounts, in disarray. That may be an unkind observation, but it's a heck of a lot nicer than to suggest mendacity in Compaq knowingly misleading analysts and investors, as many are this morning. I think this was incompetence, not conscious deception. Compaq has long had problems with bean-counting: Remember the inventory debacle two years ago?..'