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


To: rupert1 who wrote (74089)12/18/1999 8:51:00 AM
From: Elwood P. Dowd  Read Replies (1) | Respond to of 97611
 
and to quote the Ginsu Knife commercial, "But wait, there's more!" CrushDell has even further commentary on The Capt. and El. The truth is that the extra measure of brandy in the egg nog has pleasantly bent my outlook. jajajaja El I LOVE TO VISIT THE ZOO! morganstern774
by: crushdell
12/18/1999 2:56 am EST
Msg: 124638 of 124649
Maybe we could join SI together and clean up the place?

Would love to have a go at Captain Jack. I wish he would sell the rest of his shares. He doesn't
deserve the money he'll make. I really hope he takes care of that diaper rash.

I think El's coming around because of the bottle. He gets his best advice from Harvey.

I enjoy the SI CPQ board and fell like I know them all.



To: rupert1 who wrote (74089)12/18/1999 11:06:00 AM
From: Captain Jack  Respond to of 97611
 
vic-- <<"Q: How big is the Internet opportunity economically?
A: We believe that at some point in the next five to 10 years, 3%-5% of GDP will be related to e-commerce.
Basically what that implies is that traditional companies that don't migrate to e-commerce in one way, shape or
form will lose their incremental sales. When they lose the incremental sales, their business model will get into a
downward spiral and capital will come out of those companies and go into the companies that are either adapted to
the Internet or are creating Internet businesses. And that trend on a broad basis has not really kicked in yet. We
have seen companies miss earnings numbers, whether it's a Compaq or a Coca-Cola or a Disney or an
Avon or a Mattel. And I am not going to say that all those things are related to the Internet. But the
economy seems to be pretty robust. So there is clearly something going on there.">> Yes and it sure is NOT with the stock price,, LOL!!! Most people would probably like to know what if anything really is going on at cpq.. I sure would,,,