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


To: JDN who wrote (42979)1/11/1999 10:51:00 AM
From: Lynn  Respond to of 97611
 
Sounds good to me, too, JDN. It also makes me wonder if what Rudedog witnessed last month when he said he say a lot of smiling CPQ exec's was their pleasure over initial talks with shopper.com people about their interest in selling-out to CPQ.

What I'm hoping is that this move will enable CPQ over the next year to distance itself [in people's minds] from Dell. I am not criticizing Dell by any means in this statement. Rather, since many people talk about both DELL and CPQ in the same breath, the kind of company CPQ is today [after the Tandem and Digital purchases] and the market valuation CPQ should have get blurred. Finally people should start to view CPQ as more than a box maker.

Lynn