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Technology Stocks : Compaq
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To: JDN who wrote (67557)9/13/1999 12:05:00 AM
From: Harry Landsiedel  Read Replies (1) of 97611
 
JDN. Re: "Maybe we can get it going back to the old highs??" From your lips to God's ears. But I don't see CPQ moving to the old highs until it is clear they have their costs in line and have got their business model in commercial desktops and the enterprise arena under control.

I have confidence in the new management sending some key signals about how they plan to run the company differently: 1) Forget about the $50 billion number (It's a distraction) 2) Inventory is the enemy 3) We have to be profitable.

When CPQ stops playing patsy to the channel who will happily take the inventory on, knowing you'll be back with the dollars to move it, then we'll see better earnings and the price will move.

I suspect this will take at least a year to accomplish, but would be happy if it happened sooner.

HL
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