Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elwood P. Dowd who wrote (67188)	9/1/1999 10:15:00 AM
From: TigerPaw	Read Replies (1) \| Respond to of 97611

the morons would come forward if there is anything positive happening. I think you are right. I think they are laying low because the news on the horizon is not good. Obviously Capellas will not continue down the same path as 5fer. Change is not easy in a big company. There will be reorganizations, and layoffs, and new strategies which the workers are not trained to implement correctly. This is going to lead to more pain for CPQ and it's owners until the focus shifts away from changing what they are doing to doing what they have decided. TP

To: Elwood P. Dowd who wrote (67188)	9/1/1999 1:18:00 PM
From: rudedog	Read Replies (2) \| Respond to of 97611

el - Re: Capellas and company is less visible and accessible than was EP and EM used to be. I think they are just working the visibility that will make a difference to the bottom line instead of wasting time on empty statements. Many of my customers are also CPQ customers (pretty likely since CPQ sells to about 99% of the fortune 1000). This is a small sample, but some of these people have been personally visited recently by Capellas, Pesatori or Winkler. The feedback I get is that these executives are dynamic and convincing in their discussions, that the conversations are very frank and CPQ is ready to talk about their weaknesses as well as their strengths. One of my clients is a major financial house which buys a lot of CPQ. In the last 10 years they did not get a single visit from any senior CPQ executive. In the last 3 months they have had 2, one of which resulted in them renewing their contracts with CPQ rather than switching to another Texas company. The guy who made the decision said his choice was mostly made because of the confidence he had in CPQ after meeting with CPQ's executives. I would rather have them out preserving or gaining customers than soothing my nerves about CPQ stock. After all, if CPQ turns in the numbers later this year, I will see the benefits directly. EP and EM spent a lot of time playing "Dr. Feelgood" and see where it got us.