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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (94307)12/18/2001 6:22:28 PM
From: PCSS  Read Replies (2) of 97611
 
I believe today was a flex-point --- where the arbs and others came to the realization the the HewPaq deal was NOT going to happen.

to me -- the deal seems DEAD (and Carly is a goner)

for me --- I would have preferred the have the deal completed and watched Carly & Michael MAKE IT WORK in SPADES & earn their MONEY(s) !!! ..... the deal could have been a MAJOPR inflexion/leverage point.

Alas, we go it alone --- I have faith that Michael can/will make it work to CPQ's favor without any significant stock-proce leverage. Michael's product-knowledge/user-need-anticipation is of a SUPERIOR quality --- obviously I'm PRO-Michael --- it's his techology background/foresight that CPQ (WE) needed/needs. It's been a LOOOONG time since CPQ products have won ant awards and there have been a LOT lately.

JMVHO
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