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

To: Elwood P. Dowd who wrote (46460)	2/1/1999 9:14:00 AM
From: PCSS	Read Replies (1) \| Respond to of 97611

El, NOT a problem 99 in '99 ... may be difficult but makeable. By year-end CPQ will have its direction and implementation screaming forward extremely strongly. CPQ is at a point now where they are beginning to verbalize their plans and are only starting to implement them, within the next few months you will see and feel the results from the direct sales, AV, e-commerce, some Alpha, etc. ... Just remember all the turmoil and doubt created when CPQ bought DEC. For all intents and purposes this has been professionally handled and the accretive gains are now starting to being appreciated. I think it was one of hlpout's acticles from yesterday that said that CPQ is not really focussing on DELL but on IBM. CPQ is not what it was and is in the process of intelligently maturing to what it will be .... and that is going to payoff for all of us. Michael