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

To: ed who wrote (21776)	3/14/1998 12:45:00 PM
From: Jason W. France	Read Replies (3) \| Respond to of 97611

Ed, can't say where CPQ will be without DEC, unfortunately for CPQ shareholders you will never know I can say where they will be with DEC. in the same shoes with other other vertically integrated roadkill IBM/UNISYS/HP/DEC/TANDEM i.e. big fat bueracratic organiztions that don't undersatnd thier customers and competing in slow growth dying markets (mainframes. unix, mid-ranges, etc etc etc) This vertical integrations strategy is not new, and is not historically proven to be very effect for customers or shaerholders. Maybe eckhard knows something that IBM/UNISYS/HP/DEC/TANDEM mgmt did not. I certainly wouldn;t want to bet my money on that unlikely event. I owned CPQ because they used to be very focused on a high growth mkt. They were horizontally integrated like MSFT/DELL/CSCO/INTC etc.. I sold my cpq shares when theyu announced tandem. I don;t know what they are now, but if they really want to be the next IBM or Unisys then I say do it with other peoples money, not mine Jason