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

To: fooledalot who wrote (64586)	7/3/1999 12:35:00 PM
From: Windseye	Read Replies (2) \| Respond to of 97611

I don't really want to be a naysayer, and put a terribly negative spin on things, but I really wonder what anyone can do to alleviate the CPQ situation now... being attacked by a very well executing IBM on the north side of bigness and boldness, being scrunched by e-machines and their manifold giveaway programs virtually shovelling comps into peoples' homes for the mere price of online access, mid-range competition from well executing direct internet companies (DELL and GTW), and attacked in the Unix flanks as well as the workstation levl by the likes of SUNW and HWP! Granted the the exit from the AV plight was as graceful as possible, given the absence of internet brilliance by anyone in CPQ's legions, but where to push what, with or without a strong leader? There's hardly anything really glamerous or exciting about "non stop" machines and networks, and so far that is the dominant pitch. Seems like IBM and others have mastered redundancy and mirroring as well, so the uniqueness of what the Tandem purchase brings to the company has been muted substantially. Many CPQ offerings ARE substantative, but will these features excite the marketplace sufficiently so that the perceived value is increased to match the actual value, now and in the future? What else can be done that would stimulate/activate the market participants (us included?) D