Compaq Message Board - Msg: 8973339

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Technology Stocks : Compaq

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To: Night Writer who wrote (58248)	4/16/1999 6:39:00 PM
From: Roads End	Read Replies (2) of 97611

NW...Is it possible the strategy CPQ has laid out is taking its toll on EMC? It's been said here before by rudedog the storage area is being targeted by CPQ and IBM as a part of the total solution sales pitch. I would like to think it is. Where I question it is when EP reassured us that the PC was such a major part of the company's future rather than expounding on the areas that have the potential to drive profits. It may be the PC will become a lost leader, and I think it may well be that already, but it would have been nice to have explained where growth and earnings will be coming from down the road. Becoming a $50 billion company on a 1 or 2 percent net margin is just not going to cut it. Steve

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