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Technology Stocks : Compaq
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To: Piotr Koziol who wrote (82648)6/12/2000 6:59:00 PM
From: Andreas  Read Replies (2) of 97611
 
Piotr,

I recall, a few months ago, I posted my opinion that cpq was about to get nailed now that dell was entering the server market. I stated that dell's direct model efficiencies would have the same effect in the server market as it did in the consumer pc market. Well, once again was spouting mere blasphemy. A few responding posts made it clear that I didn't know what i was talking about, etc. etc. Well, guess what? Dell is indeed having the effect that i was concerned about. Compork has as much as admitted it and is fighting back. It remains to be seen if compigporkrinds can succeed in yet another segment being eroded by their lousy business model.

Can you see how there is a constant barrage of negative news regarding this stock? If it's not one thing it's another. Compork is always on the defensive. They are always in a position of having to defend their lost ground. Their back is up against the ropes and they are battling back from a position of weakness. They used to be in a position of strength until Rosen decided to be too lazy to watch over his own hen house and let idiots like ep and em screw things up. Unfortunately, we can't get rid of Rosen - can we? And that remains a problem. A lot of funds invest based on management and a lot of funds blame Rosen for the fiasco and as long as he remains they will stay away.
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