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Technology Stocks : Compaq
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To: rupert1 who wrote (76753)1/26/2000 5:04:00 PM
From: rudedog  Read Replies (1) of 97611
 
Victor -
re: Perhaps you could give some idea of what other assets you had in mind.

I don't really know but some of the possibilities you raise fit - an Inacom-like European capability (Europe is about as big a market for CPQ as US), or other logistical pieces.

But I was thinking more about other pieces in the chain. Without a detailed analysis of CPQ's commercial PC business (which I am in no way qualified to do) I can't say what exactly those pieces might be or if they even exist - but if any such activities are underway, it could explain the reluctance to disclose too many details.
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