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Technology Stocks : Compaq
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To: Doug Fowler who wrote (63449)6/17/1999 4:14:00 PM
From: DRRISK  Read Replies (1) of 97611
 
Doug,

Problem is you think that CPQ is a PC maker like DELL. They are going to get away from that BIZ, IMHO, because it is rapidly becoming a commodity. When people like me build their own computers in 15 minutes this Biz is in trouble. That is not to say they are going to abandon the business, just to say they are moving to a more profitable segment of the Biz and are going through a major upheaval to accomplish it.

DrRisk Buying liberally today
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