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Technology Stocks : WAVX Anyone?

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To: cm who wrote (5727)3/2/1999 9:48:00 AM
From: cm  Read Replies (1) of 11417
 
About The Not-Uncontemplated HWP Shake(Break)up...

If The Spragues are at all surprised by the HWP news, I'd like to have a little chat with them. Something of a major shakeup has been in the wind for HWP for quite some time. I'm not reading any press releases, etc. Because the fundamental facts are simple: great products, lousy marketing, need for a clear heir apparent with lots of vim and vinegar, need to focus on the Internet.

Will this have a short-term effect on WAVX? Of course. Re-orgs are painful processes. But, what usually happens is that a company re-focuses its energies around what it perceives to be its winners and best opportunities. (As a vendor to Dell, I went through at least six re-orgs that did not materially change my/our working relationship) Hard to imagine that EMBASSY would not be on that short list. Further, I've just got to believe that given the extent of ties between WAVX and HWP, that The Spragues saw this coming and have shored up their bridges in the meantime. That's what I would have done: including broadening and deepening my base of contacts within the organization to be reorganized.

FWIW,

c m
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