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: Loki who wrote (21789)	3/14/1998 1:23:00 PM
From: Jason W. France	Read Replies (1) \| Respond to of 97611

cool and beneficial thinking. this is what I hoped I would find on SI. but as it relates to the DEC merger. CPQ's strategy is an old one that has not proven succesfull for IBM/TANDEM/DEC/UNISYS/HP so why will it be succesful for CPQ? I am having a hard time answering this questions and would welcome your thoughts on what is different about CPQ that will allow them to execute this stategy that corp info technology customers have coninued to say no thanks to over the past five years in favor of the MSFT/INTC/DELL/CSCO/AND OLD CPQ etc... model Jason

To: Loki who wrote (21789)	3/14/1998 5:29:00 PM
From: E.H.F.	Read Replies (1) \| Respond to of 97611

I couldn't have said that better. I continually read everything I can about Warren Buffet, and the cycle mentioned in your post is often addressed in books about him. I believe Compaq will be entering a new "growth" phase. E.H.F.

To: Loki who wrote (21789)	3/14/1998 8:21:00 PM
From: Windseye	Respond to of 97611

Jason, Keep in mind that the IBM/HP/DEC/CPQ/TANDEM model does work very well in creating a mature business. IBM for it's giant size is remarkably light on its feet-- not as light as Dell, for sure, but they usered in the PC biz, of course. Interesting to keep in mind that the old "main frames" of IBM have NOW become the NEW, BIG SERVERS. Old machines, new way of looking at them, and, as I believe I just read, they are to be configurable as web servers which thoroughly integrates the old "iron" into the new info network. And re CPQ/DEC... the next 2-3 years are where the market plays out WinNT, UNIX, VMS on Pentium family machines, ALpha machines, and Merced base machines. No OTHER company will be so well positioned in the enterprise market to go with the winning solution(s) for the next 2-5 years. Compaq is clearly sufficiently adept to stay with what wins, drop what doesn't and shift to what does... they have a much better position than any other ocmpany out there to do exactly this kind of a win-stay/lose-shift strategy. Doug