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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (58692)4/19/1999 11:50:00 AM
From: Kenya AA  Read Replies (5) of 97611
 
El: Just watched Renay SanMiguel now reporting from COMDEX and he said something which I think is very telling. He mentioned how CPQ doesn't have much of a presence at COMDEX and neither do the other hardware companies - HWP isn't there at all and DELL only has a small booth pushing its servers. He said that's mostly because the focus of COMDEX this time around is the internet and e-commerce. Well guess who's there with a vengeance?? IBM, that's who! Now if CPQ is trying to position itself as more than a boxmaker, where the hell are they????

K
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