SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Koligman who wrote (18013)2/25/1998 1:54:00 PM
From: Clayton  Read Replies (2) of 97611
 
John,

I think Pfeiffer's main objective is to make CPQ an enterprise heavy-hitter like IBM and HWP and hope that share price would respond positively. He probably also feels that CPQ can do a better job than IBM or HWP in controlling costs and hence achieve better earnings growth rates. He may pull it off. We will have to wait and see.
I remember, in the past (especially last year or so), CPQ and Dell would soar in tandem at every market upswing. This time (since the DEC merger proposal), CPQ seems to be left behind. There must be some explanation for this change. CPQ used to be one of the brightest stars for the momentum players.

Regards,
Clayton
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext