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Technology Stocks : Compaq
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To: Key West who wrote (56124)4/8/1999 10:18:00 PM
From: jim kelley  Read Replies (3) of 97611
 
Gene,

The problem with CPQ is that it has lost its focii.
Thus, I can see that they may make their number this quarter
through various means that we are all now familiar with.
But the quality of their earnings has been deteriorating.
I expect that the deterioration will continue throughout the year.

So for a short term play I think you may be on the mark.
CPQ's future is not yet written but the current trends are negative.
They are married to an obsolete business model. A divorce will result in a division of assets.

What is really going on is HWP, IBM and CPQ along with Packard-Bell, AST, etc. are losing money on their PC's. DELL is making money in more than one way. CPQ has been able to grin and bear it because of its server business but that too now is on the wane.

Regards,

Jim Kelley

P.S: It wasn't me.
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