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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (72474)11/20/1999 10:01:00 PM
From: Windseye   of 97611
 
El,
I think it is important to add in that CPQ is working o and will likely announce the handheld/wireless/phone/iPaQ device within the next 6 months--- it is the only part missing from the equation which just about blows everybody else out of the water--- they are covered at all levels and the deal with Cable and WIreless sets them up to offer multi ways to access ASP solutions available to ALL businesses for B2B and E2C as well. At the point that the analysts catch on to how well prepared CPQ is to dominate over the box makers AS WELL AS IBM, HP, and SUNW the stock will have nothing holding it back--- in fact Pfiefer's "execution" problem will have been handled very well.

Doug
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