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

To: IncredibleHult who wrote (15582)	1/29/1998 12:03:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 97611

The sum of the parts is what counts. I guess the investment banker just overlooked the fact that this is a brand new channel for CPQ,and that CPQ replaces IBM from the 'shop'. I consider this as an additional revenue source for CPQ and its hurts its rival IBM.The percentage business they talk about is non-sense as the the company improves its revenue stream from 25 billion to 50 billion anyone channel can only represent a small percentage and the sum of the parts is what counts. Well they are the investment banker,what do i know.Just a thought.