Compaq Message Board - Msg: 8227741

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (52238)	3/9/1999 1:35:00 PM
From: Night Writer	Read Replies (3) of 97611

El, This article is very interesting. In the past some posters have wondered about Compaq's Asian strategy, or made statements that Compaq had no Asian strategy. This article along with other recent articles indicate a very strong presence and execution of a well thought out Asian strategy. Have you noticed EP's activities shortly after the investor/analyst visit to Houston? He has been a very busy gentleman. All the activities have been positive and focused on execution of global business plans. This brings several questions to mind. Should EP be defending the share holders against the current analyst backlash, or negative analysis? Should he be focusing on the many global projects at hand? Which focus would do more for long term shareholder value? NW

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