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


To: rudedog who wrote (59475)4/22/1999 6:53:00 PM
From: rupert1  Respond to of 97611
 
rudedog: Thanks for that!



To: rudedog who wrote (59475)4/22/1999 7:20:00 PM
From: Windseye  Read Replies (1) | Respond to of 97611
 
Thanks, Dog...

Excellent coverage... let's hope that the momentum playing institutions catch on to the inherent value in CPQ. I like ROsen... his communications to the employees also seemed genuine, although not as substantive as your notes.

I wonder what form "execution" will take, any ideas or suggestions?

Doug



To: rudedog who wrote (59475)4/22/1999 9:59:00 PM
From: hlpinout  Respond to of 97611
 
Thank you rudedog.



To: rudedog who wrote (59475)4/22/1999 10:27:00 PM
From: Night Writer  Respond to of 97611
 
rudedog,
Thank you for sharing your observations of the stock holder's meeting. I appreciate it.
NW



To: rudedog who wrote (59475)4/22/1999 11:28:00 PM
From: stock bull  Read Replies (2) | Respond to of 97611
 
Hi Rudedog, Why do you think it took Rosen so long to act?

Re:<<...and that the problems over the last few years were the result of a failure to execute, a failure to pull together key pieces, and a loss of focus on the key business issues which will make CPQ successful. He spoke several times about "excessive bureaucracy" and the resulting inability to make quick decisions as a major factor.>>

Seems to me that some action should have been taken quite some time ago. JMO

Are you sure that Rosen isn't just a great "salesman".

Stock Bull