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

To: paul who wrote (83177)	7/2/2000 1:56:47 PM
From: rudedog	Read Replies (2) \| Respond to of 97611

paul - Capellas worked directly for Lane when he was running the gas services business. I agree that their personalities are different but that is true in spades for Lane and Ellison, and that paid out pretty well for ORCL investors. I never took the rumor about Lane running T seriously - being a Booze Allen partner hardly would have qualified him for that slot. After his stint at ORCL, he is probably qualified now. But it is his operational skills which are needed at CPQ. He does not hold a candle to Capellas as a CEO candidate IMO.

To: paul who wrote (83177)	7/2/2000 11:36:02 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

Paul - IBM's Gerstner still has a couple years on his contract and till he turns 60, which is IBM's 'mandatory' CEO retirement age. The guy who built IBM's services business, a gent by the name of Sam Palmisano appears to be first in line at this time for the CEO slot. So, I doubt Lane is going to IBM. As for T, well, Armstrong is on the hot seat with the stock just about cut in half over the past few months. I would not mind it as I have just started to build a trading position in T this past Friday, but I have no idea how strong Armstrong's position is at this time. Regards, John