Compaq Message Board - Msg: 12711525

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Technology Stocks : Compaq

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To: MikeyT who wrote (77001)	1/28/2000 12:31:00 PM
From: rudedog	Read Replies (1) of 97611

Mikey - Had a drink last night with my analyst buddy who has been at the dog and pony for 2 days now - he said there has been broad disclosure of a lot of roadmap stuff with market and business analysis, by the line managers who run the product groups, and that the story is very coherent, everyone seems to be singing from the same hymnal and the simplification and consolidation of the products looks very clean. He didn't give me any details as apparently much was under NDA, but I asked him the same question about Wildfire and he said that he was told it was just ramping up and the production got caught in a shift of manufacturing facilities - seems that CPQ had been gearing up to do early production in fall of 99 at the East Coast facility that they were shutting down, then shift volume to the west coast, but the delay in completion meant that they couldn't do the early production on the East coast, so they had to shift everything to the west coast and got held up by the completion of changes to the manufacturing facility, so any rapid volume ramp seems unlikely.

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