Compaq Message Board - Msg: 2913918

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Technology Stocks : Compaq

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To: Tim Bagwell who wrote (10546)	12/9/1997 4:08:00 AM
From: Kai-Uwe	of 97611

Tim: I cannot compliment you enough on your openness. While I don't take the 100% positive stand in regards to HWP I have always respected their very personal touch to their employees and their focus on strong engineering. I just hope that the 'realism' part of their business strategy continues to remain intact. They are a worthy competitor in the world of CPQ/IBM, and are not a boisterous as are the likes of Dell/AAPL. What I am not sure about is their current drive (especially in the SEA region at the moment) to deploy (mainly) OEM built, often EOL (end-of-life) product into the channels at lowest cost. That is not profitable - by any means. It will remain to be seen what their Q4 performance will be like - in light of their bold statement of challenge to CPQ (be #1 in PCs by 2001). I don't hope that the so-called investors out there will be too negative if HWP does not end up making it. 3 yrs. is a long time and much can happen, so I do not want to make judgment at the moment whether or not they have a realistic chance at that. Take care and stay in touch! K. In the US PC-market they are doing very well, in many instances if not better than then at least on par with CPQ. One has to give them credit for that.

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