Mr. NW -
Server sales are strong and improving. Compaq is really going full steam ahead. In addition to being a hardware provider and ISP, they are becoming an ASP as well, by establishing strong partnerships with software vendors. They are making great strides in improving their customer relations. They are not perfect, but they are a dramatic improvement over the stuffy, cold ex-ceo, who signed away compaq's soul temporarily by getting them involved in some huge BAD decisions, which I can't really discuss. They are and will recover. If I didn't believe in them, I wouldn't be a shareholder myself. Now that you said "be careful", I don't really feel I can say anything about the wonderful projects on the internet that they are involved in (one that I suggested), but suffice it to say that they are improving their image and many will benefit. |
