Compaq Message Board - Msg: 14808357

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Technology Stocks : Compaq

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To: Loki who wrote (86810)	11/14/2000 3:42:23 PM
From: PCSS	of 97611

< ... I feel disenfranchised!> --- MORE punch will help <Are there criteria for her "coverage arena"?> .. that's the list, her area is called "Enterprise Technology". This fits CPQ but NOT IMHO DELL, GTW yet ! I have been e-mail and personally discussing this with Laura and other GS Research management for almost 2 years now. Their PC Sector Analysts left about 6-9 mths ago and there's been NO coverage of CPQ, DELL, GTW since. My obvious interest is to try to get her to begin covering CPQ in the category of Enterprise Technology along side IBM, HWP and SUNW ... where CPQ now belongs. Michael

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