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Technology Stocks : Compaq

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To: robbie who wrote (24958)4/25/1998 6:22:00 PM
From: KAD  Read Replies (3) of 97611
 
Robbie:

HP has said that they intend to be the Number 1 PC Co in the world by the year 2000 ( a couple years away). A few years ago they said that they intended to be in the top 5 by a certain time frame and they came from nowhere to get there. Their goals are serious and are being taken seriously by all competitors - certainly by CPQ. They are a formidable competitor and we just have to see what happens. If their success means that CPQ fails then I would bet on CPQ because the DEC deal is part of a very strategic comprehensive plan (IMHO).

Also I really like the thread these days - wonder if anybody else feels the same way - the inactivity or lesser activity has kept a decent group here - yes even McCoy is a ok(sometimes) compared to some really insolent folks we have had here and I don't mean just CPQ dissenters. I do miss Steve and Mohan and Leo and others who have graced this thread over the past year.

Ready for liftoff!

KAD
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