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

To: Elwood P. Dowd who wrote (75424)	1/7/2000 9:47:00 PM
From: Captain Jack	Read Replies (2) \| Respond to of 97611

El-- it is doubtful the Wal-Mart site would give CPQ a ton of business and may even take a few employees but the IBM move will cut out some of what MC called the gravey. Evidently the facilities can handle a lot more work than CPQ alone can give -- at least for now-- the loss of IBM although substancial-- would be gone over time any way. If MC was counting on this gravey for some numbers he should believe Carley is going to pull out also and they need to look for something in its place. At first I thought this was not a real great thing and thought they should have been a subsidary for various reasons. When MC stated this business was "the gravey" it seemed IBM and HP would leave. Surely they would not contribute to CPQs gravey??????? As a subsidary labor may have been less expensive and these problems avoided. Most likely they have counted on them leaving and have a profitable model ready to go into place. Then again,, for asssembly,, why in the US anyway?