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Technology Stocks : Compaq

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To: Roads End who wrote (58254)4/16/1999 6:53:00 PM
From: Night Writer  Read Replies (1) of 97611
 
Riechers,
I can't really say about the storage business. rudedog is really the person to address that. I don't think EP could expand more at this time. I think he has to wait until earnings, and stock holders meeting. However, if you want to be the IT partner with a company, you are going to furnish everything they need. That is a strong selling point to senior management. One source for your IT needs. No finger pointing between suppliers. One party to hold responsible. That makes things tough on competitors with limited products.
NW
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