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Technology Stocks : Compaq
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To: Tae Spam Kim who wrote (61141)5/11/1999 6:02:00 PM
From: Kenya AA  Read Replies (2) of 97611
 
I agree with what you're saying about execution being the hard part.
CPQ sure hasn't been executing in the recent past, but that was under EP's regime. I'm willing to cut Rosen enough slack so that I would want to wait and see what he does before saying that it won't/can't work. I think (read hope) that the "Highlander" philosophy ("There can be only one!") has gone out the door with EP, too. I haven't really gotten any vibes from Rosen leading me to believe that he is DELL obsessive. I think he's more interested in getting CPQ's act together, even if it means - dare I say it??? - losing market share.

K
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