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Technology Stocks : Compaq

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To: John Koligman who wrote (22266)3/17/1998 5:16:00 PM
From: T. Lund  Read Replies (1) of 97611
 
The difference between IBM and Compaq is that IBM replaced all their management in order to refocus on shareholder value. Right now CPQ is seems to be focusing on adding the same "old generation" metal makers that IBM got themselves out of. How can CPQ move towards a new business model when they are buying this old technology, ala DEC? Which also has not seen their stock at its highs since '87; unlike IBM.
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