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

To: rudedog who wrote (83165)	7/2/2000 11:18:42 AM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

Rude -- MC was thrown into waters above his head. He is doing very well but needed more time to prepare for such a task,, even if it were good times for cpq. On the plus side I could come up with very few that could have gone in ready for every challenge,, maybe zero to that standard. Visionary-- Eric Schmidt is a visionary,, look at novl and if a CEO has little but vision the results will be the same. <<"struggling with the acquisition of a bunch of incompatible components from Tandem and Digital, stuck with a distribution model which made them uncompetitive in costs, with no center of gravity.">> Changes-- yes. A multitude. Anything complete? Not that I am aware of. <<"ahead of Carly, years ahead of Michael Dell,">> but I'll bet all their shareholders are much happier with their results over the last 1 - 5 years... thats the reason we all hold stock in companies. To many LT holder a passbook would look much better than cpq shares. <<"The areas where I would fault him are in basic blocking and tackling - cutting costs, getting the organizational components cleaned up, getting the physics of distribution cranking. Those are all things that a lot of good people in the business could do, and the right path for CPQ is to add that kind of senior executive talent to the mix.">> And some of those problems belong to the COO. Some of them were there when MC was COO and are still there. Those items are the biggest impacts on bottom line. Much more could have already been completed with some of them. Right path, yes. Too damn slow. BTW-- They can keep Mikey but I would much rather have Caely,,, LOL!