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

To: rupert1 who wrote (36730)	11/17/1998 8:12:00 AM
From: Aitch	Read Replies (1) \| Respond to of 97611

Victor, That makes for interesting reading. I have heard both sides of the story now. I think that the move to the hybrid model is brilliant. We have to expect some fallout from the channel vendors. I do believe that the positives gained will justify the strategy in the financial and market share numbers. As a counterpoint, the Digital Classic dealers in the Middle East have enjoyed an almost "sole distributorship" in the various countries. I understand that there is some dissatisfaction amongst them that they cannot be sole distributors for the Compaq product too, but have to share the market with the existing Compaq Classic dealers. This issue, by the way, has been all but cleared up by now. What I am trying to say, is that you cannot please all the people all of the time! <gg> H

To: rupert1 who wrote (36730)	11/17/1998 11:49:00 AM
From: J.Maz	Read Replies (1) \| Respond to of 97611

Victor, I'm an occasional poster and regular reader of the beloved CPQ thread. Thanks for posting the interesting article with the viewpoint of the GDTC regarding Compaq's new sales strategy. Having worked in the PC industry as a marketing guy since 1980, and called on major distributors like Ingram, Merisel, and Tech Data, I wasn't surprised to see the name of David Dukes come out against the direct sales approach. No indictment of him, he's a quality guy, but he's a guy who has spent most of the past 10 years as an executive of companies that participate in the traditional channel. For example, at one time in the late 80s (as I recall)he was the president of Ingram Micro. Prior to that, he was a high-ranking officer at Inacomp computer centers. As such, he would naturally have a bias toward the traditional retail sales channel. Just thought I'd add my two cents. Best to all, JMaz PS: Some may think I'm nuts, but I sold 100 shares of my stake in Dell yesterday at a 100% profit, and kept the other 100. I'm seriously considering buying more CPQ with the proceeds because I honestly don't see how Dell can hold that PE given last week's earnings report. I'd appreciate hearing any opinions on this subject from the CPQ peanut gallery.