Compaq Message Board - Msg: 12259038

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Technology Stocks : Compaq

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To: rudedog who wrote (73627)	12/11/1999 12:07:00 PM
From: Windseye	Read Replies (1) of 97611

Rude, Thaks for the "wrap up"... all the detail provide more current support for the hypotheses generated earlier in the year. The good news now for CPQ is that the trends bode well, even if the market seems slow to catch on. Isn't it so that CPQ and HP are situated with Linux and Unix variants such that if Linux based handhelds become the best alternative method of accessing enterprise ASPs that they will have little difficulty responding to the need? It seems the more individuals depend on services provided by either proprietery or public WANs, ASPs, and portals, the more the operating system of the handhelds becomes irrelevant as long as the basic email and specific web browsing functions are provided. It does seem like it is time for the "slightly more intelligent terminal", especially if it is also a PCS phone/pager. Which company(ies) are best positioned now to merge the functions into the "sweetest" product? Doug

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