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

To: MeDroogies who wrote (78613)	2/22/2000 5:49:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

MeD-- We agree on principal on your entire post. Slight variations: <<"I don't think Jobs is the answer. I'm not a Jobs fanatic.">> Me too. <<" I agree with Gil Amelio....">> Sounds very good! <<" Jobs added the style and flash at a point in time that nobody could.">> Like CPQs current mgmt! <<" Marketing was the key.">> Still out on calling CPQs mktg good-- possibly barely sufficient? <<"Capellas is good.">> CPQ needs BETTER than 'good'. <<" Would someone else be better?">> YES!! <<" Maybe, but I don't see who you could get.">> No one or Rosen would have. No one wants to come work for CPQ-- <<"It's like the CFO situation. You want the best, but the best is damn hard to get right now.">> Correct-- tough for anyone but impossible for CPQ! Perception and recognition. Everyone good wants to go with a winner and profitable stock options,, -- enough said-- <<"If CPQ continues at this level for one more year, I'd say Capellas has done an adequate job....not a great job.">> At this level for 1 more year he should be fired! Look at other companies. <<"At least his moves prevented the company from completely tanking.">> What would you call 18?? <<"Capellas needs time....and I'm an investor, not a trader.">> But even 'investors want to see a profit and have a little hope! None left or the stock would not be where it is,, MC is trying but you are talking a huge company that few could handle-- he will be in OJT for another 3 years.