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

To: Aitch who wrote (53653)3/17/1999 1:52:00 AM
From: rudedog  Read Replies (1) | Respond to of 97611
 
Earl's talk sure energized these guys. He needs to take this act on the road.




To: Aitch who wrote (53653)3/17/1999 6:26:00 AM
From: isdsms  Read Replies (1) | Respond to of 97611
 
Thanks for the report!

Ira



To: Aitch who wrote (53653)3/17/1999 7:35:00 AM
From: Red Scouser  Read Replies (1) | Respond to of 97611
 
Aitch: great report-

One
could argue that Compaq is comparable to Sun Microsystems (the
systems company), Dell (the PC company) and IBM (services) rolled
into one, thus enabling Compaq to "own a customer."

Getting away from the box maker image, i like that

Thanks rs



To: Aitch who wrote (53653)3/17/1999 2:54:00 PM
From: Night Writer  Read Replies (1) | Respond to of 97611
 
Aitch,
That is an analyst. He sees the Compaq core strategy and plan. He describes it clearly, and leaves out distracting details. I think the earnings estimates are conservative for 1999.
NW


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