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

To: Seamus McKenna who wrote (80504)	3/30/2000 4:49:00 PM
From: Andreas	Read Replies (2) \| Respond to of 97611

Seamus, You didn't rebut any of the eight facts I posted. In addition, most of the problems set forth by those facts are long-term problems - well beyond a week, that are not being solved by cpq. I have been a cpq shareholder for more than 2 1/2 years. And unfortunately, my position which is shared by most investors (as determined by cpq share price and institutional ownership) is that cpq is not solving these long-term problems. In fact, they may not be able to solve the problems because they simply don't know how. For example, why is cpq continuing to lose market share. Why are consumers increasingly choosing someone other than cpq? This is a major, major problem which directly reflects on the ineptitude of current and past management. In a nutshell THEY CAN'T SOLVE THESE PROBLEMS BECAUSE THEY DON'T KNOW HOW!! And guess what? That is the conclusion rapidly being reached by more and more investors. The talent is not there! Their brain pool is being bested by the brain pools at hwp, dell, ibm etc. Can anyone explain the continued erosion of market share, profit margins and institutional ownership? If you can, please do. And after you have me convinced (good luck) then please convince the mutual funds and pension funds that believe as I do - that cpq is an inferior loser to be avoided.