Compaq Message Board - Msg: 460986

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Technology Stocks : Compaq

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To: hpeace who wrote (692)	11/18/1996 8:17:00 PM
From: Harry Landsiedel	of 97611

Thanx for posting the 10Q and your notes. Very interesting. I find your posts valuable and would like you to continue. Couple of questions: CPQ mentions "enterprise computing" as their eventual goal. Given the service committment to make this happen, how long will it take them to get there in your opinion and will they be successful? Next you mentioned purchasing a Cisco system. Who do you like in the networking area? What do you think (as an IS professional) of the arguement about routers vs. ATM? Would appreciate your comments. HL

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