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

To: Jack who wrote (13046)	1/9/1998 7:41:00 PM
From: Dulane U. Ponder	Respond to of 97611

Couldn't resist responding since you specifically stated that no one need reply who couldn't specifically serve your needs. You've been a member of SI for ~1 yr yet this seems to be your first post at least in several months. I'm intrigued. Why the sudden urge to communicate?

To: Jack who wrote (13046)	1/10/1998 12:19:00 PM
From: KAD	Read Replies (1) \| Respond to of 97611

Jack: This is really somewhat of a surprise, but someone had posted from the Netherlands that Pieper was talking to Philips in Europe about a position there. I don't have detailed knowledge of success factors for Tandem's operations but one thing is clear E Pfeiffer knows what he is doing and he runs Compaq (Tandem is a Compaq Company). Recently when quized about the large number of senior executives who had left he responded that some were asked (directly/indirectly?) to leave. Hang in there - thanks for the post! KAD

To: Jack who wrote (13046)	1/10/1998 4:30:00 PM
From: Kashish King	Read Replies (2) \| Respond to of 97611

Is CPQ going to meltdown on Monday? The terse resignation of two high-level executives is the latest in a serious of troubling developments. As though the extent of Compaq's exposure in Asia were not bad enough, now we hear they have been stuffing sales channels to paint an artificially healthy picture of the company. That can work provided you have an immediate plan to compensate for the severe drought which follows. I don't see that and the virtual meltdown of Asia could translate into a very ugly quarter for CPQ: ...Matthews said he believes there is "internal management issues" related to what he called a "disconnect we seem to have between the wildly bullish everything couldn't be better face Compaq is putting on the world, when we know, in fact, they are stuffing the daylights out of the channel."