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Technology Stocks : Compaq

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To: rupert1 who wrote (59823)4/24/1999 10:42:00 PM
From: Captain Jack  Read Replies (1) of 97611
 
Victor--- Two things,,, the easiest way to save a bundle quickly is to eliminate employees that are not required. It seems everyone at cpq wants to be a nice guy and only Rosen has the cojones to eliminate people--- but those were positions that will be filled. Call it downsizing, restructure, combining DEC and Tandem,,, whatever and get rid of the dead weight,,, probably at the direction of an outsider...

you said "COMPAQ sells more PC's than DELL and a greater variety of other products and
services. COMPAQ leads DELL in every category." And that is all we have going for us for now. That will not be true forever if things do not change from some of the recent postings. Federal Computer Weekly last week had a comparison of available workstations. Most were closely equiped. The closest high end were DELL and CPQ. The biggest difference was cost with cpq about 10% higher than DELL. Postal and federal budgets are being effected by Y2K associated costs. These were not cheap workstations so who do you think will get more work? My IS mgr is under budget constraints and requires machines,, do you see much choice?
You are also correct--- very tempting to add more down here but there may be a lot of time...this is a huge company to move "at the speed of the internet" and will take more time to regain the trust of investors of every size. Q4 if we are fortunate will see us all at least not with a constant frown... and a good Q1 of 2000 and we will all be smiling again..
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