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

To: rudedog who wrote (73627)	12/11/1999 12:07:00 PM
From: Windseye	Read Replies (1) \| Respond to of 97611

Rude, Thaks for the "wrap up"... all the detail provide more current support for the hypotheses generated earlier in the year. The good news now for CPQ is that the trends bode well, even if the market seems slow to catch on. Isn't it so that CPQ and HP are situated with Linux and Unix variants such that if Linux based handhelds become the best alternative method of accessing enterprise ASPs that they will have little difficulty responding to the need? It seems the more individuals depend on services provided by either proprietery or public WANs, ASPs, and portals, the more the operating system of the handhelds becomes irrelevant as long as the basic email and specific web browsing functions are provided. It does seem like it is time for the "slightly more intelligent terminal", especially if it is also a PCS phone/pager. Which company(ies) are best positioned now to merge the functions into the "sweetest" product? Doug

To: rudedog who wrote (73627)	12/11/1999 2:08:00 PM
From: rupert1	Read Replies (3) \| Respond to of 97611

rudedog: Capellas has said that he expects commercial PC revenues to be 15% of overall revenues in a couple of years I didn't know the target was as radical as that. Did he say that in the CC? What is the target in five years? With such a low percentage will it matter at all if they don't make any profit from PC's? And if they can make PC's a break-even or loss-leading commodity isn't this a way of radically undercutting all competitors who rely on PC's for significant percentage of their profits. Assuming there is consolidation in the industry - i.e.PC makers giving up, going under or merging, I suppose there could be an era a few years away when a CPQ could use its quasi-monpolistic command of PC manufacturing to begin to make it profitable again.

To: rudedog who wrote (73627)	12/11/1999 7:30:00 PM
From: Paul van Wijk	Respond to of 97611

Rudedog, As a former-Dellhead and a current CPQ-bull I agree with your excellent analysis. - about diversification. Dell went into auctions and free isp in Europe. Diversification usually is a very risky strategy. For me these two events were a sign to stay away from Dell. Year after year Michael Dell made the right moves. But I believe he's in deep trouble (and so is their stock-price). About CPQ eating what Packard Bell and IBM left on the table. It looks like at the end CPQ is winning the price-war they started and which brought the company initially in big trouble. Paul Paul