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: Jason W. France who wrote (21876)	3/14/1998 9:47:00 PM
From: Mike Gordon	Read Replies (1) \| Respond to of 97611

<there are no right answers just some facts that we need to share (and sometimes verify) and our analysis on those facts > Agreed, I tend to depend more on the intelligence gathered on SI than the fluff in outdated periodicals and year end reports. Meaningful contributions by you and others are greatly appreciated. My YOY investment results confirm this. Mike Gordon

To: Jason W. France who wrote (21876)	3/15/1998 1:42:00 PM
From: Satyr	Read Replies (4) \| Respond to of 97611

Hi Jason, Sure looks like you've been letting off a lot of your frustrations against Compaq and their management. A lot of what you said was well thought out and informative. Now I'm not much of a fundamentalist and I know that numbers alone won't tell you diddley about what a stock will or will not do. Perceptions drive stocks and right now Compaq has a problem there. Anyway here's what i wanted to say about Compaqs recent mergers. Compaq was originally a Boxmaker plain and simple. They did it the way it was done back then. They built a series of computers sent them to outlet stores and waited for them to sell. They were very popular at what they did as shown by their growth. Then along came Dell and others with this great idea of BTO and things were not quite as easy anymore. Sure Compaq continued to get the first time buyer but as more and more people were buying their second and third computers they started looking for something they could design themselves. (Dell) Now management started looking down the road and the question is do they try to jump into the BTO market(only) and sink or swim there (where Dell has the leading name) or do they position themselves to move ahead into other areas and become a full service computer company. Well their decision is obvious and the problems of making that transition is costly and time consuming. The question is do you think they made the right decision. I do. Now the big question for you. Do you believe that Compaq will be higher 2 years from now or do you think their strategy will fail. Anyone out there who wishes to comment on this feel free.