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Technology Stocks : Compaq

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To: hpeace who wrote (13297)1/12/1998 7:21:00 PM
From: gc  Read Replies (3) of 97611
 
Steve,

"cpq is selling out product wise and they are benifiting greatly with the excahnge rates in far east.
we see record profits in january and april reports.
maybe april profit is larger than january profit even though the revenue is down."

Do you have any information/facts to support it? Market seems to have a different thought lately. I don't worry about the Tandem guy leaving CPQ. But I do have some concern about the guy with North America sales. He was in charge of BTO and channel program, one of the most visible responsibilities and challenges in recent CPQ's history. If everything is rosy, why would he want to leave? Why would he want to leave being given such an enormous opportunity in the company. Maybe he thinks it has little chance to succeed? Are we heading for trouble?
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