SI
SI
discoversearch

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: Elwood P. Dowd who wrote (36737)11/17/1998 9:32:00 AM
From: PCSS  Respond to of 97611
 
El,

HWP has had less than stellar results for quite a while now and yesterday's earnings release did not change this.

As i've posted recently, CPQ and the analyst community relationship is at a crossroads ... this is good because there needs to be an impetus for analysts to view CPQ in a new light. CPQ needs to bring these analysts to a point where they view CPQ as different from what it was and positively for what it is and the track it's on for what it will be. Looking at recent analyst support and upgrades for companies like IBM it is not inconcievable that CPQ could be close to such a track. YES, CPQ follow-through and results would help a lot but I do not think minds (and actions) are not changing.

Let me tell you, CPQ be at an action point and at a crossroad now is far superior that having to be there last year this time. Hopefully current times and actions will turn out to be to CPQ's benefit.

Michael