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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (63151)	6/15/1999 8:51:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

He has been rumoured as the next CEO all day long - on several boards. Frankly it is nonsense to call it a "thankless job". It must be one of the plums. Not only is most of the hard work with the DEC/Tandem integration over, but the new man will become filthy rich in no time at all. Options granted at these levels will double in value within six months. House is not up to the job, in my opinion, and would be fortunate to be offered a 1st lieutenant role. I don't buy the explanation for his leaving Nortel. Either he has got something lined up or he is being pushed. I would have thought if he had something lined up he would have announced it.

To: Boplicity who wrote (63151)	6/15/1999 9:23:00 PM
From: Jeng Chiu	Respond to of 97611

I used to own BAY, and although House wasnt as bad as the previous east/west Bay combo, he wasnt that effective either. His first quarter after taking over the job produced great results. Then BAY floundered and lost even more market share to CSCO. When NT finally bought BAY, everyone, myself included was thoroughly relieved. NT shareholder's paid the price as most analysts panned the move. It took a couple of great quarters, big contracts, and a name change to finally move the stock up. If youve ever seen David House on TV, he's a terrible communicator and always seems nervous. He doesnt exactly thrive under pressure. If youre goal is mediocrity, oftentimes, that's all you'll get. This is not the man to lead CPQ...... just because we're down, doesnt mean we have to settle for an also-ran CEO.