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


To: Captain Jack who wrote (79263)3/9/2000 11:31:00 AM
From: Loki  Read Replies (1) | Respond to of 97611
 
Captain Jack...Time to look back.

The past can sometimes be a key to the future.

Last year we looked at a "worst case scenario"
(CPQ post #59142) .... compare.

1. How does the actual past year compare with our
expectations?
2. Has the board answered the questions from the
last shareholder meeting?
3. Has CPQ articulated a strategy
4. To which performance measures can we point and
see progress?

DEC integration, distribution model, unlocking shareholder
value, etc.

Several times each year my children bring home a report
card. The considerations are for different subjects which
are measured not just on an absolute basis but on a "curve"
which compares them to other students.

If we were to grade CPQ this way what grade would they
receive? Would they be held back a year or more.

Loki



To: Captain Jack who wrote (79263)3/9/2000 11:34:00 AM
From: Loki  Read Replies (1) | Respond to of 97611
 
Captain Jack and Thread...CPQ Report Card...

Let's grade CPQ for the past year. (A,B,C,D,E,F,incomplete)
Keeping Company and Stock separate.

Company
Profit
Growth
Market Share
Management Team
Strategy
Execution
Innovation
Adaptation to changing market place

Stock
Shareholder Value
Company relation to Investing Community

How would some of your other investments fare
in comparison?

Loki