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

To: rudedog who wrote (74995)	1/4/2000 12:58:00 PM
From: Paul van Wijk	Respond to of 97611

Rudedog, Agree with you (as usually). Same conclusion; other logic: The PC is over the top. It's a black-white TV since we have the Net(PC). So it is useless to invest in grabbing market-share for a product that has become obsolete. Best way to handle it is to minimize investing and use it as a milk-cow for the time being. And of course invest big in new products. When I first heard MC prefered earnings above revenue-growth (in the PC-arena) I draw the conclusion that MC knows what he is doing. Or he did the right thing by coincidence. Paul