Compaq Message Board - Msg: 9504508

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Technology Stocks : Compaq

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To: Tae Spam Kim who wrote (61234)	5/13/1999 3:27:00 AM
From: rupert1	Read Replies (3) of 97611

Gerstner's comments on COMPAQ are starting to sound like EP's comments on DELL. His dismissal of COMPAQ's diversification as a feeble attempt to emulate IBM, betrays some anxiety. His general thesis that services and high-end hardware is the sweet spot and that PC's have a future as part of networking, is all good for COMPAQ. Gerstner was a controversial choice when appointed to IBM - not many tech companies would have been glad to have him. He also took some time to turn things around. The share price dipped after he took over.

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