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

To: P.M.Freedman who wrote (76638)	1/25/2000 11:47:00 PM
From: rudedog	Read Replies (2) \| Respond to of 97611

P M - Capellas was picked because no one want to take the position You make the assumption that no one wanted the job - I happen to know personally one of the candidates who was mentioned in the press at the time and he would have taken the job in a heartbeat - it was not offered to him. And the guy is no slouch... a position whoever took it must hold the trash bags from the former CEO If the job was easy anyone could do it - any CEO candidate worth his salt would look at the chance to take one of the largest and best known computer companies in the world and turn it around as a huge opportunity. Any number of capable #2 executives who see a long wait to get the top slot at their current position would have seen this as a heaven-sent chance to improve their career path by 5 years or more... I think the notion that "no one wanted the job" is just silly. Since he said next quarter won't be better, I am preparing to vote down him if I am still a holder on next annual meeting He didn't say anything of the kind - the reference was to the seasonal weakness after the strong Xmas season which has been a part of CPQ's pattern for a long time. I am increasingly impressed by the performance Capellas has put in. He probably puts his pants on one leg at a time (as opposed to Rosen...) but he has changed the attitudes of many in the industry about where CPQ is headed and according to people who are closer to the current employee base than I am, has also energized the company internally. BTW about Steve Jobs - I worked with him when he was at NEXT and was not particularly impressed, and although his recent record at Apple is impressive, his early record took them from an absolutely dominant position to a footnote in the business, and I suspect that they will be back in shallow water in the near future...

To: P.M.Freedman who wrote (76638)	1/26/2000 3:46:00 AM
From: Tejman	Respond to of 97611

>>The alpha chips never catch up with Intel's and AMD's chips; ...) If you don't understand Please keep this junk to yourself. Alpha is a 64bit processor.. seems to me that Intel & AMD have catching up to do. Alpha servers are being used in non-stop e-business.. such as that used by AOL, E_Bay, VOD, Ericsson & Stock Markets.. No one wants Intels or AMD's there. The only competitors are SUN, IBM. Wait till Q2, (April/May) when CompaQ throws a bomb shell on e-commerce infrastructure market. Alpha with a capabilty of 128 parallel processors and what is unique it will support parallel operating systems. That's where big money is not in the PC you own. 26/1/2000: Remember this date and keep this reply in a safe. If the e-commerce & telecommunication mobile traffic handling business picks up this year & my guess is it will, next year Compaq will be know a player in supplying e-commerce core infarstructure servers besides the PC you own. The share price of CompaQ by this time next year will be in $80+ range. This is assuming no Economic turmoil's occurs..