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

To: Captain Jack who wrote (63761)	6/21/1999 1:39:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

and Smart Money echoes Barrons... by: parks_100 81676 of 81683 Hate to repeat my own posts, but for those who missed it, Smart Money had this to say on CPQ in latest online issue: "... management (must) stop the slide in PCs from constantly upstaging all the good work Compaq is doing in other areas. The firm has partnered with Microsoft (MSFT) to develop computers that can replace the phone systems of Lucent Technologies (LU) and Nortel Networks (NT) inside corporate offices, for example. And it is moving more and more into the important area of storage management, where EMC (EMC) holds sway. And the company is now (finally) talking up its assets in the telephone market with the introduction last week of a slew of products that can be used by carriers to build new services. This is an area where Sun Microsystems (SUNW) has done a lot of work to change its image from that of beleaguered workstation vendor to telco supplier. Compaq management, take note. All of these are very important initiatives. They will begin to take Compaq into some really important strategic markets, and they make me think there's lots of potential in Compaq that's not being appreciated at the moment. But management also needs to pull these disparate areas together and get its story straight about what kind of a company Compaq is going to be... "