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Technology Stocks : Compaq
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To: rupert1 who wrote (77854)2/10/2000 9:52:00 AM
From: rudedog  Read Replies (1) of 97611
 
victor -
I agree with your points of concern and would add the following -
5. failure to reduce opex through headcount and supply chain savings
6. failure to grow services revenue at industry levels
7. failure to develop a storage business which is not dependent on ProLiant or Alpha sales - i.e. a true multi-vendor storage play, where people buy CPQ storage on its merits for non-CPQ systems.

All of these areas are places where CPQ could either win big or stumble...
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