Compaq Message Board - Msg: 2744579

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Technology Stocks : Compaq

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To: KAD who wrote (9050)	11/17/1997 7:29:00 AM
From: PCSS	Read Replies (1) of 97611

Ekert Pfieffer interview on CNBC: nothing new covered - not very interesting Some points: - Tandem a perfect match complimentary features - dales. service and support - CPQ is pulling BTO off extremely well - PC demand continues into this qtr Consume demand very strong Commercial demand in highb teens near 20% - Sub 1K market is a new segment new and will permeate into more and more homes - JD vs MSFT suit and CPQ involvement - Pfeiffer said sometime you agree and disagree with your supplirs - the JD had suppoened information - he didn't idicate this would cause any problems betweem CPQ and MSFT

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