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

To: Gregg Glogowski who wrote (21805)	3/14/1998 4:50:00 PM
From: Jason W. France	Respond to of 97611

Gregg, I am impressed with your logic and content. thank you for sharing your thoughts with me. fyi I sold my CPQ because their mgmt appears to be strategically challenged and short on hours in the days to deal with all their issues. check the revenue growth of TNDEM and DEC over the past 5 years pretty bleak, I held CPQ because they were growing share in growing mkts. If I want a vertically integrated technology behemoth that has relationships and products for the "enterprise: or what I call the glass house then I would of course buy IBM not CPQ Jason