Compaq Message Board - Msg: 381903

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Harry Landsiedel who wrote (351)	10/23/1996 5:54:00 PM
From: hpeace	of 97611

harry..cpq for a decade grew w/o acquisitions. this is what 's so unusual and fantastic about their growth.. but it appears that they are buying up the network technology. they purchased thomas conrad and raptor and wasn't the other one networth. They have strong alliance with cabletron and cisco. I don't have an opinion other than their track record so far is to buy the technology.. You have to also remember that cpq was the first billion dollar mfg company to run the business world wide off of ditributed networks... even companies like hp that had minis used mainframes til 1987-8. cpq knows what a distibuted network needs to do to run a 20 billion dollar company off one network instead of a bunch of fragmented pieces. They have a project going now that will run their MRP/CRP in seconds for the entire world and factor in channel inventory. With the channel inventory in the puzzle then you don't thave to guess at much of your demand. In theory they want a supplier chain management system that when a pc sells at a dealer then prodcution line gets instrcutions for make just 1 and send it to dealer. They are using TQM/JIT practices to make lot size 1 the same cost as lot size 100.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next