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Technology Stocks : Compaq
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To: PCSS who wrote (59226)4/21/1999 5:08:00 PM
From: Kenya AA  Read Replies (1) of 97611
 
Michael: Emotionally ... an AV spin-off/IPO in any way will be fantastic

Yes, but that "emotional" reaction isn't always good. Case in point -

techstocks.com

If all CPQ has in its bag of tricks is AV, this company is in BIG trouble. Maybe I don't get it, but I don't care that much about AV. I think it's more important for CPQ to focus on the "bigger CPQ picture" of which AV is only a small part. This stock ain't going nowhere until management has some "We're executing! YES!!!" news.

JMO,

K
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