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

To: rudedog who wrote (76644)	1/25/2000 11:56:00 PM
From: MikeyT	Read Replies (1) \| Respond to of 97611

Just saw MC on NBR. Actually I thought he look pretty good and handled himself well (a tie and suit would help). He looks too old for the Bill Gates look. Saw Dr. Eric Schmidt of Novell the first time he appeared on CNBC. Now...if you want to talk about a nerd<G>. It worried me then, but in retrospect, I shoulda buy more. CPQ is on sound footing to do well this year...I think I'll put on the cruise control for year 2001 and 2002. Mikey

To: rudedog who wrote (76644)	1/26/2000 4:58:00 AM
From: JDN	Respond to of 97611

Dear Rudedog: 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 - You have above spelled out the definition of a great manager, and I have no reason to argue that. But, in this world if you would like to see CPQ at the price levels you mentioned in your lifetime I suggest that he lacks the skills necessary to excite the investment community. At that JOBS excells. I own no Apple stock merely watch his performance. I do own CPQ and watch the lack thereof. JDN