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

To: Jeng Chiu who wrote (58093)	4/15/1999 7:14:00 PM
From: Whys1	Read Replies (1) \| Respond to of 97611

What are you talking about? <<They are a rudderless ship that changes directions in midstream without a plan or a vision.>> Where have they changed direction without a plan/vision??? << Don't go into areas where you have no expertise>> Such as? << Hire aggressive salespeople and follow it up with great service. "Why should we buy a CPQ server instead of DELL?" - If you cant answer that in 10 seconds, the game's over.>> Have you spoken to a CPQ salesperson who couldn't answer that question? Whys1

To: Jeng Chiu who wrote (58093)	4/15/1999 7:29:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

Jeng: ... I feel like the helpless serfs in medievil England I know what you mean - sometimes I feel like a helpless peasant under the Ming Dynasty.

To: Jeng Chiu who wrote (58093)	4/15/1999 8:20:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

Your point #4 is key. Although I have not been a stockholder for some months now, I ordered CPQ's annual report via their home page. (Must say, they are pretty efficient as I received it via mail 3 or 4 days later). EP's letter to the shareholder's contained the normal boilerplate and no mention of CPQ's difficulties in 1998. Contrast this with the following text, taken verbatim from management's letter in the Intel annual report (inside front cover)... " With hindsight, it's clear that we were caught off guard by the increase in demand for lowcost PCs. We were late in recognizing the emergence of this value PC market segment - and the competition took advantage of our delay. While our global position remains strong, we lost market share in the U.S. retail segment of the market (which is about 10% of the worldwide PC market). We have redoubled our efforts to regain that share, with focused product development." My only comment would be 'how refreshing'.... John