Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Captain Jack who wrote (90854)	4/23/2001 6:52:33 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

Kumar pretty much slammed CPQ in the CNBS interview... Said Mikey Dell has MC in a 'headlock', CPQ has few 'best of breed enterprise solutions', and is primarily a 'cost cutting story'. He added that he is predicting no revenue growth this year, with CPQ no more than a 'trading buy between 15 and 25'... My own anecdotal story - last time I bought a trading workstation it was a CPQ. Just upgraded to a new workstation and quad LCD's - all Dell this time, they were WAY more competitive on price, CPQ was not even in the same ballpark... I guess this shows in CPQ's PC results, almost half of CPQ's revenue and back to a loss of 15 mil on all those boxes... John