Compaq Message Board - Msg: 11776208

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Technology Stocks : Compaq

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To: rudedog who wrote (70747)	11/1/1999 10:55:00 PM
From: Jimbo Cobb	Read Replies (2) of 97611

Rude...keep talking...maybe sooner or later someone other than you and Elwood will believe it.... and as you know Wall Street cares mainly about growth rates, I guess next thing you'll be telling me is that CPQ is growing at a faster rate than SUNW and GTW as well in addition to their far superior profit margins.... You know as well as I do CPQ has had no focus for the past few years...they've tried to be all things to all people and seen their business and profit margins slowly (in some cases not so slowly) eaten away by companies that focus more on 1 or 2 specific areas, like SUNW and GTW to name a few....the incredible growth rates from those companies at the expense of CPQ is one reason SUNW and GTW have outperformed CPQ approx 500% and 400% respectively over the past 2 years.... Jimbo.

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