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Technology Stocks : HWP -- Hewlett Packard
HPQ 27.67+0.6%Oct 31 9:30 AM EDT

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To: Dave B who wrote (4677)5/6/2002 1:17:36 PM
From: The Duke of URLĀ©  Read Replies (1) of 4722
 
"Carly's been with HP since 1999 and has done nothing....Capellas has presided over a company that has done so well that they had to be acquired to survive."

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Carly's big achievement was getting rid of Walter, or if you prefer, the "Walter Era".

Mike's big achievement was to return control of CPQ to management. Echardt was not a tech guy, and the divisions ran all over him. Mike is no Charles Stigletz, but he is in touch with the market and he knows enough tech not to get pushed around.

The only issue left to decide is whether their perception of the market place is correct, and again, I think it is.

You'll see.
d.
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