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

To: rudedog who wrote (59858)	4/25/1999 2:28:00 PM
From: Key West	Read Replies (2) \| Respond to of 97611

Good point, Rudedog But what's wrong with being 100% dependant on PC business, when your direct model works best, when you only have 8% of global market, and are closing in fast. Dell will eventually will the war of the box makers, this was why IBM formed a strategic alliance with Dell. And besides, Dell is making great inroads into other areas such as the server market, which proves you are investing in a supremely honed direct model, as much as in a company. Today PC's, tomorrow, who knows. No question Cpq is a much deeper company with many more product lines, but then again, so is MOT and MO. Ultimately the market is interested in huge earnings growth and its predictability, and I think that is easier to achieve when you are focused and excel in one niche or product line. Gene