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Technology Stocks : Compaq
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To: Spots who wrote (22101)3/16/1998 8:32:00 PM
From: Mike Gordon  Read Replies (1) of 97611
 
<To get an accurate picture, you must think of CPQ in the full enterprise spectrum. Dell does not play there. HP and IBM do play there.>

Spots, I guess the reason I don't comment on the 'full enterprise spectrum' is because we won't see their result until the full integration of DEC and their game plan. In the meantime, they're trying to bail themselves out of a channel stuffing situation (which might be somewhat misstated). In any case, they botched 1Q. Coupled with the DEC deal, they have allot on their plate and I have allot in their company. I'm thankful for the past, but very concerned about the future.

Mike Gordon
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