Compaq Message Board - Msg: 8466999

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Technology Stocks : Compaq

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To: BobKuz who wrote (54486)	3/23/1999 8:10:00 AM
From: PCSS	Read Replies (2) of 97611

Let's NOT bring up price cuts ... everytime CPQ has announced price cuts the stock price takes a beating ... price cuts may be a way to address competition, increase market share and reduce inventories BUT WS always looks at it as a CPQ negative. IMO, CPQ's problems now is more Sector-related than CPQ specific. I also believe that CPQ is implementing a great long-term Enterprise-wide IT Solutions Strategy which will pay-off BIG time over time. Obviously I'm still extremely bullish on CPQ and looking forward to getting this qtr behind us. Michael

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