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If you think DELL has low margins, how do you expect Compaq to SURVIVE?

Yes, Compaq has low margins right now, but I'm talking about Dell rather than Compaq here.

And there's no company but Compaq even challenging Dell for the #1 spot.

When it comes to the direct purchase model, Gateway is actually closer as a competitor to Dell. I read an interesting article tonight talking about Gateway's recently announced plan to lease PC's in conjunction with providing internet access. IMHO there are some positives to this business model. Dell has dismissed it out of hand. It will be interesting to see what happens with it.

As I said, I don't deny that Dell is still a worthwhile investment, my pause for concern is that I don't view it as a buy and hold, put in a drawer (checking once a quarter) kind of investment.

Phil

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