Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JRI who wrote (57219)	4/12/1999 10:47:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

john: All good points. But I think a "Mason is going" would be better. I, personally, would like to EP go. But the two of them together would smack of panic. Also there are many throughout the world who think that COMPAQ is EP - he has not done such a bad job of growing it in the past - whatever stumbles are now apparent - and, despite what the Monday morning quarterbacks are saying, the DEC acquisition was dirt cheap and absolutely essential for the growth and an even survival of the company. (Wait until AV exceeds CPQ in market capitalisation). As for the correctness of Dell versus Mason/EP - it's like listening to opposing politicians spinning. I think MD is far better at it than EP but I don't think that makes him more reliable on the truth. than EP.