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Technology Stocks : Compaq

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To: Tony Viola who wrote (72935)12/1/1999 11:43:00 AM
From: Elwood P. Dowd  Read Replies (1) of 97611
 
Capellas helped the interviewer out when asked if he was ready to spin off Av by saying that CPQ's investment in CMGI was going to be good for CPQ, or something along that line. The guy who analyzed the interview was a real jerk saying that CPQ has 2 BIG PRoBLEMS. One was that they don't sell pcs direct like DELL and GTW and I don't even know what the other "problem" was as I changed channels. El
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