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

To: Dulane U. Ponder who wrote (21877)	3/15/1998 6:11:00 AM
From: KAD	Read Replies (3) \| Respond to of 97611

DP: He is none other than Mr Daniel Martini - resurrected. Anyway among all the provocation and sky is falling scenarios I do agree that with all that's going on CPQ's management bandwidth is stretched. An naturally there is a lot going on. As for the other issues he has it wrong - I don't think service is why CPq went after DEC - it was just gravy. Ed's several posts shed more light on this. Without a DEC down the road the future looks like what - a boxmaker moving microprocessors. This is what strategic thinking is all about - the poor execution of the BTO model is pure tactical and will be corrected shortly as stated by CPQ. I am willing to stay on and look at this as an opportunity that only comes ever so often. KAD PS: Where is Kai Ewe - miss his posts!

To: Dulane U. Ponder who wrote (21877)	3/15/1998 9:13:00 PM
From: Jason W. France	Read Replies (1) \| Respond to of 97611

Butcher, baker candlestick maker... now that was funny. thanks I am what I am. And as I have said before, I am jsut looking for an open forum where I can dicuss issues that effect the PC industry and the stocks of PC industry leaders. I am looking for a forum that has intelligent conversation from knowlegable people that like to have fun, but have no time for name calling, jibberish, or anlysis based on emotion. As far as my asking about cpq's new vertical model I am intrigued has to why one would beleive that a model that was created in the 1960s and has basically played its course, would now suddenly be once again in vougue. It seems crystal clear to me that customers have voted with their checkbooks that they do not find value in this model, so there must be something that I am missing, I hope I can found the answers to my questions and thought this would be the best place to look. as far as my investment decisions in the PC industry it is pretty simple...sell CPQ, buy Dell. as far as my profile... whats a profile... I am kinda new here I do appreciate the opportunity to discuss this with you in a civil (sometime humorous way) without us getting all bent out of shape If the hate mail from people with no value add does not get too obnoxiuos, I am sure we will have plenty of opportunity to share our views on many other topics Jason