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

To: Captain Jack who wrote (72479)	11/20/1999 10:08:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Capt.... >>> AV -- no matter how you try to justify its sale was a stupid move.<<< It's hard for me to believe that you know more than Ben Rosen and the honchos at CPQ with respect to the prudence in the decision to sell AV, but I'm willing to listen. El

To: Captain Jack who wrote (72479)	11/20/1999 10:21:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

>>>but the world would know it is much too soon to be certain just as all know DEC has has not been fully integrated yet!<<< CPQ Down, But Coming Back Scott Greenberg Nov 19 1999 Compaq Computer Corp. (CPQ): The world's biggest maker of personal computers announced today it will provide e-commerce services worldwide in a five-year agreement valued at $500 million with the U.K.'s Cable & Wireless Plc CWP. To regain momentum, Compaq must confront the declining average selling price of PC's and fierce competition from Dell and Gateway with better manufacturing and distribution along with new products like the iPAQ. The faulty vision and divided leadership of Eckhard Pfeiffer and Earl Mason have been replaced by a high quality vision from Ben Rosen and Michael Capellas. Compaq is off more than 50% from a year ago, yet the earnings forecasts will be more easily achieved, the integration of Digital is complete, the inept leadership has been removed, exciting new products are being released, and distribution channels are being brought up to internet speed to reduce inventory backlog. Look for a double in 12 months.