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Technology Stocks : Compaq
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To: jim kelley who wrote (59584)4/23/1999 12:48:00 AM
From: Loki  Read Replies (1) of 97611
 
jim kelly...RE: "They sound like an endorsement of an
already failed policy."

Rosen's comment that CPQ's "present strategy is sound".

This is a "text book" answer that has the intent to stabilize
the credibility gap and falling stock price. (nothing more)

They have not concisely detailed a strategy. So, no one is
really sure what he is endorsing.

Let's see what happens in the next months...(hopefully, not
what I posted as the worst case scenario on Wednesday)

"it is clear that IBM, HWP, GTW and DELL are on well on their way..."

I hope you are correct..."clear" is a stronger word than I would
use, at this time...describing all the companies and the rest of
the year.

Loki
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