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

To: rudedog who wrote (41013)	12/23/1998 4:40:00 PM
From: rupert1	Respond to of 97611

rudedog: Thanks for the explanation. Networking may be the El Dorado of future technology-sector profits, and logically, a fundamentalist's way of enjoying the fruits of the internet, but the complexity arising from the speed and diversity of technolgical innovations, the sales and service organisation needed to capture the more profitable business accounts, the constantly changing competitive environment espescially through mergers and rationalisations, the need for scale - all of these has meant that it is not something that can be "added on" to a computer manaufacturer. Therefore, I have always assumed that if CPQ moved towards networking, that it would be through a takeover of an existing player, with proprietary technology, sales and service teams and established accounts and alliances. I always worried what this might do to the stock price while a takeover was being digested. Given EP hunger for revenues, I assumed that he was the mover of these developments. You have qualified that impression. I had also assumed that the hiccup caused by the DEC integration was the main reason that CPQ was concentrating on growing networking organically rather than through takeover, but that it was a time bomb waiting to go off.