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Technology Stocks : Compaq
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To: hpeace who wrote (9800)11/29/1997 1:33:00 AM
From: Alex  Read Replies (1) of 97611
 
Does it make sense that you can be the low cost (sub 1000) leader and still go after the corporate enterprise market at the same time? What kind of management mindset does that take?

I think CPQ is spreading themselves too thin to take on all ends of the market. I'm not saying that they haven't done a good job despite trying to do all things to all people, but just that Wall Street is giving them to high a valuation and it will catch up with the stock eventually.
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