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Technology Stocks : Compaq

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To: Jason W. France who wrote (21782)3/14/1998 2:29:00 PM
From: nlam  Read Replies (1) of 97611
 
Jason,

Thanks for the reply. So far, you defended your argument by stating
that CPQ is becoming to vertically intergrated and will not
"undersatnd their customers and competing in slow growth dying markets (mainframes. unix, mid-ranges, etc etc etc." However, the only
problem Compaq has admitted to is a clog of inventory. That is not
a vertical intergration problem but a supply and demand problem. While I believe that vertical intergration can be a problem, ( I would never dream of vertically intergrating my business) due to alienating
customers, I has seen other businesses in my field vertically intergrate and have been successful.

nlam
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