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

To: Elwood P. Dowd who wrote (92179)	7/14/2001 8:18:26 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

Your welcome! I must say though, now that I have read the article I'm not too impressed. I've brought up the 'where is Compaq in regard to IBM services' angle probably ten times over the past few years, and now Capellas decides 'it's time to do it'??? Where have they been for the last three years? This smells like a strategy born of some desperation and defeat. Not long ago Compaq execs said they will 'make a stand' with server hardware. Now they say 'low end server biz=commodity'. How long before ALL their server biz begins to look this way??? Also, for Compaq to compete at the IBM/EDS level will take more than 'a few hundred service reps' and more than 'some 500 million dollar company buyouts'. The statement that Capellas plan is 'to transform Compaq and do it by yearend' is laughable in my opinion. To become a big services player is gonna take him years, someone tell me where he gets the thousands of highly trained bodies. Let's face it, Compaq is getting 'commodity squeezed' by Dell from the bottom, and has made a decision to try and take on IBM as the firm really has no other place to go... Best regards, John