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: hpeace who wrote (10393)	12/7/1997 1:34:00 AM
From: Tim Bagwell	Read Replies (1) \| Respond to of 97611

Steve, it sure is amazing to think back on how far the industry has come since the 80's. Back then, 50 clients on an HP3000 was doing pretty well. People didn't even consider PC's important then because there was no software to speak of. Software, by todays standards, was crude. I only had a few dealings with the MRP system you mentioned and I sit back and laugh about it now. But it's working with bright companies like CPQ and people like yourself that help the industry progress through those little learning episodes. It's clear to me that HP and CPQ are stronger together than apart. HP has gone on record as saying they want to be number one but I, personally, don't think it's all that important (as far as PC's are concerned). What IS important is being one of the top three who control a majority of the market. If there are more than three it becomes an unstable situation where each company has to fend off competition from a plethora of players. It forces you into a continual defensive posture where you might make decisions that are wrong. But with three solid players who all respect each other the industry is stable and all three can go on to prosper. I'm glad that HP and CPQ have a history of working together and I hope it continues on a friendly basis.