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: Roads End who wrote (58254)	4/16/1999 6:53:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

Riechers, I can't really say about the storage business. rudedog is really the person to address that. I don't think EP could expand more at this time. I think he has to wait until earnings, and stock holders meeting. However, if you want to be the IT partner with a company, you are going to furnish everything they need. That is a strong selling point to senior management. One source for your IT needs. No finger pointing between suppliers. One party to hold responsible. That makes things tough on competitors with limited products. NW

To: Roads End who wrote (58254)	4/16/1999 8:39:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

Steve - A nice article in business week this week pointed out that by 2002 CPQ's storage business will generate more profit than today's PC business. The service business will also generate more profit than the PC business. The high end businesses (Tandem and Alpha) already generate more profit than the PC business. I agree that honesty in where CPQ plans to go with this strategy would do a lot to dispel concern. I think they are concerned that since CPQ is still perceived as a PC company, such a disclosure might be misinterpreted. I will be especially interested in any information about the relative strength of the various CPQ businesses in the earnings announcements. If the high end stuff is more or less on track I will be a lot less concerned about a mess in the PC business.