Compaq Message Board - Msg: 3720494

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Technology Stocks : Compaq

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To: Satyr who wrote (21914)	3/15/1998 10:33:00 PM
From: Jason W. France	Read Replies (1) of 97611

Satyr, let me answer your question "Do you believe that Compaq will be higher 2 years from now or do you think their strategy will fail" actually two questions here, first one about strategy: I think the CPQ strategy of vertical integration will fail, it didn;t work for unisys, didn't work for Tandem, didn;t work for DEC, , not working for HP or IBM. customers have clearly voted with their checkbooks that this model holds no value for them. maybe CPQ knows something these guys (and CPQ customers) don't second one about CPQ stock price in two years I have made no specific comments (yet!! ha ha) about effect of all these issues on CPQ stock. (we still have several other issues to delve into, which will end up in a detailed discussion on stock price) I am not there yet in my thinking. Safe to say my intution is when I do firm up my thinking in this area I will still be bearish on CPQ stock A sincere thanks to you for your continued value-add comments Jason

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