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Technology Stocks : Compaq

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To: Captain Jack who wrote (12491)1/1/1998 10:46:00 AM
From: PCSS  Read Replies (1) of 97611
 
John (et al)...you are ABSOLUTELY right on with your Y2K remediation upswing focus and value. Therefore,

(1) CPQ will benefit greatly since it's also a hardware need, as well as a software labor intensive one. CPQ's BTO, priicing, aggressiveness and enterprise-wide product offerings are perfect fits here, and

(2) Take a look at INTERSOLV (ISLI) with their EXTREMELY successful Y2K remediation solution offering (software and consulting services). An additional focus to ISLI's Y2K solution is testing and their focus on continuing a software/service relationship beyond any Y2K effort. At a recent conference ISLI management stated that the majority of Y2K contracts will come in between mid98 and mid 2000, they have already signed a # of MAJOR ones with mooore to come. As well, if you visit their website check out their ASQ offering which is also getting major contracts. In the last 9 months this company has made an 180 degree adjustment and is moving at 180mph forward. JMHO.

To all, now that the players with CPQ have done their fooling around, I believe we're ready to takeoff to old and new heights.

HAPPY, HEALTHY AND PROSPEROUS NEW YEAR

Michael

P.S. - sorry for my ISLI monologue but I thought it might prove beneficial as an addition to John's post.
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