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

To: phileasfogg who wrote (93944)12/4/2001 7:17:29 AM
From: PCSS  Read Replies (1) | Respond to of 97611
 
phileasfogg,

Thanks for your perspective and insight - it seems to me that <ISSG is back to the old Compaq way. No more tricks, no more merger (DEC) market myopia, no more political number crunching / fudging, just plain numbers, i.e. statistical benchmarks one can rely upon.> reinvigorates the reasons I invested in CPQ some 5 yrs ago.

Michael



To: phileasfogg who wrote (93944)12/4/2001 12:39:06 PM
From: Night Writer  Read Replies (2) | Respond to of 97611
 
Fogg,
Thank you for the fine analysis.

Given your background and experience, I would appreciate your opinion on a couple of topics.

How do you view the CPQ merger with HWP?

Does CPQ need this merger?
NW



To: phileasfogg who wrote (93944)12/4/2001 12:53:35 PM
From: Charles Tutt  Respond to of 97611
 
Let me add my thanks for that extensive, thoughtful, and thought provoking discussion. It seems anything but "foggy."

Charles Tutt (TM)



To: phileasfogg who wrote (93944)12/4/2001 2:24:12 PM
From: MeDroogies  Respond to of 97611
 
Good stuff here. What's your overall general opinion of the company going forward?


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