Compaq Message Board - Msg: 11757469

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Technology Stocks : Compaq

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To: rudedog who wrote (70409)	10/30/1999 3:49:00 PM
From: jim kelley	Read Replies (1) of 97611

Dog, RE:"So CPQ takes the position that they will continue to dominate in that segment, but not bet the ranch on it. The takeaway is that if Gerstner is right, CPQ wins because they are shifting to the enterprise model. If the PC business stays reasonably profitable, CPQ will be the majority player, also profitably" Hmmm.... CPQ not making money in the rapidly growing PC consumer market. CPQ's enterprise sales growth is negative 15% . Service revenue growth is stalled. They have a miniscule professional services business showing moderate growth. Yes it looks like HWP, CPQ and IBM are going to do better than GTW and DELL. Looks to me like DELL is successfully moving upstream in the Enterprise market. While CPQ is withering on the vine. What a spin... Nice try but no sale!

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