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

To: lrrp who wrote (61223)	5/12/1999 8:59:00 PM
From: rudedog	Respond to of 97611

Well, there's lots of areas where DELL has better business metrics. I just object to the concept of CPQ trying to catch DELL, which implies a greater similarity than the two companies currently have, and also implies that DELL is ahead in some product category. In terms of profit margin and so on, take a look at MSFT for a real nice story - COGS is pretty low, likewise inventory... but what's the point? In many ways, DELL's business model is really its product, and a pretty good one at that.