Compaq Message Board - Msg: 563234

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Technology Stocks : Compaq

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To: Thomas Dremel who wrote (1414)	12/17/1996 8:20:00 PM
From: Leo Francis	of 97611

Tom,Repost- CPQ will be entering broader businesses than "Boxes". Its already happening now, and in the next 90 days we will hear and learn more.Internet. Intranet. Television Alliances. Systems Intregrated Business Units.Software Support Intregration(i.e. Oracle). Handheld PC's. Wireless Communication. Global Positioning Systems Alliances (Trimble Navigationfor example). Further Server Advancement. Color Monitors. Home Network Systems.(We will hear about this real soon!) Tele-Conferencing Systems and Equipment. School Systems and Networks. Memory upgrades.Notebook Growth. Ergo Keyboards. And yes, 15-20% annual growth rate of"boxes". In fact, the PC business is becoming LESS a commodity! We are seeing a metamorphosis of this industry, whereby the strong are going to prevail, and CPQ is one of the strongest, if not the strongest! LF

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