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

To: John Koligman who wrote (22266)3/17/1998 5:00:00 PM
From: Andreas  Read Replies (3) | Respond to of 97611
 
For me the decision is "am i better off to sell now with the hope that I can make it up elsewhere? or do I hold on and sit and sit and sit?"

Tough, because I don't know how long I have to hold on before it turns around. Your examples are well taken. Unfortunately, I can show you examples where holding on turned into an unmitigated disaster. For now I'll sleep on it for a few more days.

Unfortunately I cannot attend the shareholders meeting. I hope those who can attend have the balls to ask management what the hell they're doing?



To: John Koligman who wrote (22266)3/17/1998 5:16:00 PM
From: T. Lund  Read Replies (1) | Respond to of 97611
 
The difference between IBM and Compaq is that IBM replaced all their management in order to refocus on shareholder value. Right now CPQ is seems to be focusing on adding the same "old generation" metal makers that IBM got themselves out of. How can CPQ move towards a new business model when they are buying this old technology, ala DEC? Which also has not seen their stock at its highs since '87; unlike IBM.


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