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

To: Stockman_77079 who wrote (65241)7/16/1999 6:10:00 PM
From: Captain Jack  Read Replies (2) | Respond to of 97611
 
Stockman--- As stated earlier, CPQ is worth more in pieces than the whole. Probably double or more. You mentioned just one of one of the parts and potential buyers. <<"Dell can go out and buy a service organization instead of building it. Such an acquisition would take a huge premium, ....">> but from CPQs depressed price it would still be a bargain to him as DELLs inflated price makes CPQ in pieces or whole cheap to him and others..



To: Stockman_77079 who wrote (65241)7/17/1999 10:58:00 PM
From: Jack Whitley  Read Replies (1) | Respond to of 97611
 
<<Compaq is having its share of problem, but it is positioned well in all of the enterprise platforms. It also has a good service organization. It will be just a matter of time before Compaq will get its acts together and be very profitable again.>>

I agree 100%, Dell doesn't have anything close to the ProLiant business, which is robust now, but will explode over the next couple of years.

jww


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