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

To: Elwood P. Dowd who wrote (61629)	5/19/1999 9:42:00 AM
From: John Koligman	Read Replies (2) \| Respond to of 97611

Hey Elwood - If I'm not mistaken, I thought I just heard Faber call Dell 'DogDell' <gggg>. When I logged onto the Dell thread this morning I thought I was reading the CPQ thread by mistake!!! Regards, John To: Dorine Essey (126594 ) From: Pat Hughes Wednesday, May 19 1999 8:44AM ET Reply # of 126637 Like many others, I will now be looking for a selling opportunity or unloading opportunity. DELL is just too big now for the "Hyper-Growth" of yester-year. I still think Tom Merideth should have said, "The fun is not yet over for Dells unloading insiders!" (Instead of, "The fun is not over yet for Dell shareholders") I won't be selling until the dust from these earnings settles.....but I will be selling. Good Luck To ALL, Pat Hughes

To: Elwood P. Dowd who wrote (61629)	5/19/1999 1:10:00 PM
From: rudedog	Respond to of 97611

Unless Compaq changes their way of doing business radically I guess greg missed the co-manufacturing announcement which does exactly that - removes inventory and puts product out the door within 24 hours of order, built from scratch. There is of course always the possibility that CPQ will somehow not execute but the prototype of this process has delivered parts to shipment of on average less than 24 hours over the last 4 months. Of course no one can match the magic secret sauce which DELL brings to the table! <GG> Of course DELL is finely honed to do this better than anyone in the industry, but the difference between 24 and 12 hour assembly, and 3 pints vs 0 points in distribution costs is a much different story than when DELL had a 9 point advantage in distribution costs and a 4 week advantage in delivery. And also, DELL pays for the assembly - under this model that is what CPQ gives up the points for. That could actually be a wash in real costs.