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Technology Stocks : Compaq
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To: Mike Gordon who wrote (20813)3/8/1998 9:43:00 PM
From: Roads End  Read Replies (3) of 97611
 
Mike...This management is not stupid. Your are frustrated with the share price and you are not alone. You could only call this management stupid if they stood by and did nothing to adjust a business model that needed changing. This company is undergoing metamorphosis. Their PC competitors will change too. Dell isn't going to sell networking equipment and through the internet. There has got to be some service and Dell aint got none. PC's to the consumer through the internet works but it is an easy model to copy and CPQ will have theirs soon as will everyone else. IT expertise is a different matter. That is why the white box guys are able to sell their product. That is why CPQ's management is doing what they are doing and it is not "stupid".
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