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

To: Satyr who wrote (16666)	2/4/1998 11:46:00 PM
From: Jorge	Read Replies (3) \| Respond to of 97611

Satyr......There's still plenty of room for growth in other countries....Also, from what I've been reading it seems to be generally understood that the fastest growing, and most profitable sector of the PC market is the enterprise sales/services...the exact reason CPQ bought DEC....I read somewhere that if CPQ tried to develop their own enterprise business up to a really competetive/leading edge kind of business it would take at least two or more years....By buying DEC it gives them the POTENTIAL to move into that market, with dominance highly likely, in that same two year time frame.....Of course the street will want to see some serious axe-weilding by CPQ to cut away all the deadwood, redundancy and leave just the areas that are truly beneficial for this company to realize that goal....I think the street is showing confidence in this company by it's current stock appreciation.....I think it's highly likely they will be THE leader in 2-3 years that all other company's will be trying to play catch-up to..........George