Mary, >>>Compaq is managed by marketing people. I have no doubt they are very hard
working and very intelligent. But for them to go from a successful market niche in
making boxes to becoming a high tech company is a real stretch.
It usually works the other way around. You get some techies to come up with some
innovations and the right marketing guys to come along and exploit the hell out the
product - and finally killing it by squeezing everything out of it.<<<
You went a lot further with the Tandem/Compaq thing than I did. One always has to stay discreet when using company resources (HW plus logon). But, it sounds like what you have been brewing in your mind about Compaq is much what I did hear last week.
>>>I can't imagine CPQ Eckhardt Pfeiffer sitting down with his engineers and explain
his "vision" for the company.
As for their management - I was just watching Michael Dell on Squawk Box and
compared his interview with Pfeiffer's the other night on CNBC - I'm tempted to
short CPQ.<<<
Would be tempting, although Compaq stock "looks" cheap (low dollars). Also, CPQ is kind of a "darling", I think, like an AMAT. A lot of people seem to want to own it, no matter what.
I saw Michael Dell on Squawkbox also. I think that if you look up charisma in the dictionary, you'll find Dell's picture next to the description. OTOH, I also heard Pfeiffer's "they cannot keep up with us in pricing", or something, earlier this week. Reminded me of Kruschev's "we will bury you" type of utterances in the 60's. Charisma, or lack of it, can be important, like it or not.
Tony
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