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


To: Captain Jack who wrote (94030)12/7/2001 10:25:10 PM
From: Jimbo Cobb  Respond to of 97611
 
BYE BYE CARLY !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!



To: Captain Jack who wrote (94030)12/7/2001 10:28:26 PM
From: Jimbo Cobb  Respond to of 97611
 
Perhaps Gateway will offer to buy CPQ for a 1-to-1 share swap....then Gateway's sharedholders can reject CPQ as well, and that would leave Packard-Bell to be reborn just long enough to turn down CPQ as well........

Is there a reason nobody wants anything to do with CPQ ????

jajajajajajajaja

Jimbo.



To: Captain Jack who wrote (94030)12/8/2001 8:42:47 AM
From: Jerome  Respond to of 97611
 
CPQ executives positive with or with the deal...

"While a Compaq spokesman declined to comment on the company's potential independent strategy on Friday, earlier in the week a company executive had said the company was on track.

``I think Compaq has a great strategy and if there were no HP we'd still have a great strategy going forward,'' Compaq executive vice president of global business units Michael Winkler said in an interview.

``While we look like we may be somewhat beleaguered from a financial standpoint, the fact is we have generated positive cash for six consecutive quarters,'' he said.

Winkler said, Compaq is further along in switching to a direct sales model for retail that will mirror Dell's. As part of that move, he said, the company's inventories of PCs will decrease as it moves production from its own factories to those run by an outside company.

``We've been reinventing our business model on the volume model in the PCs and that's only starting to come to fruition with the plant closings, so I feel good about the Compaq business irrespective of HP,'' he added.

Added to this is Dan Niles positive comments about CPQ as a stand alone company.He values CPQ at 10 to 11 dollars a share without HWP. This is the value in a poor computer market.

Betting against conventional wisdom is my preference.

Jerome