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

To: hlpinout who wrote (46951)	2/4/1999 9:20:00 PM
From: Kenya AA	Read Replies (2) \| Respond to of 97611

YES!! Finally - an Italian! I forget - are you the "cooks" or the "lovers?" jajajajajajaja K

To: hlpinout who wrote (46951)	2/4/1999 9:34:00 PM
From: Loki	Read Replies (2) \| Respond to of 97611

hlpinout....RE:"CPQ in 5 years or so" Long term I feel more comfortable with this company than short term. I have a bit of difficulty in figuring out their operational direction but feel that their strategic direction (DEC/AltaVista/Distribution) has a lot of potential. Several years ago I was involved in a corporation that had a strategy to move from VAR to direct distribution (USA). From the experience it is clear to me that this is no easy task and I can sympathize with CPQ. Besides the external challenges one must consider that there must be a clear consensus within the organization as well. I am curious at which stage CPQ is within this transition...for as long as they are riding two horses across the stream, the possibility of falling off and getting wet exists. There is a clear conflict of interest between VAR and direct sales channel...I wonder how they handle internal and external bonus/compensation incentive plans. In the transition CPQ seems to be a little bit pregnant, now. Loki

To: hlpinout who wrote (46951)	2/4/1999 9:51:00 PM
From: Ben Beale	Read Replies (1) \| Respond to of 97611

"Adding to the gravity of the situation, our channel checks indicate that K6-2 400 MHz based Compaqs, priced at about $1,500, are not selling well," Kumar said. cbs.marketwatch.com Apologize if this has alredy been posted. bb