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

To: Loki who wrote (22093)	3/16/1998 5:41:00 PM
From: James Cotton	Read Replies (1) \| Respond to of 97611

Loki, Compare current management with older team. Not as good. In fact most have been taken from older failed model companies or bureaucratic ones Rose from DEC, Luts from UNISYS, Winkler from Toshiba, etc. While they can manage size, they cant manage speed and tempo. New business model in the Intenet/Cyberspace model. Not market share and revenues rather customer value chain. EP and EM come from the old school. DEC will inundate them with more lead feet. I have been long time investor, until it sees value in customers and can get young blood in CPQ, this is an over cooked steak.