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

To: rupert1 who wrote (60128)	4/29/1999 8:42:00 PM
From: rupert1	Respond to of 97611

Have y'all checked out "Ask Jeeves" - Ben Rosen is on the Board. Is he also an investor in it and does it have links with COMPAQ? I find it very useful. Give it a try. ask.com

To: rupert1 who wrote (60128)	4/29/1999 10:01:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

Victor - ZDnet has an article taking a stab at your question... Regards, John zdnet.com

To: rupert1 who wrote (60128)	5/1/1999 2:58:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

Victor - The ZDNet/PCWeek article is very good - I think they have the dynamics laid out just right. Like PCWeek, I would think that the next most vulnerable exec is winkler but I doubt if he would just get bagged - more likely would be a re-alignment of CPQ's product units which combined the consumer, commercial and maybe some other products, probably with Larsen heading it, which would eliminate winkler's position and provide a somewhat more face-saving way to accomplish the goal. PCWeek says Thus far, however, Rose has not been able to work the same magic with higher-margin, complex systems. I would go farther and suggest that Rose is also at risk given the disorganization around the Tandem and DEC integration, but there is also a lot of evidence that Rose was blocked in making the major changes that he wanted. He would probably get an opportunity to complete the programs he had proposed at the time of the DEC acquisition. But if it turns out that Rose and not EP was the decision-making bottleneck then I would imagine his role would change significantly or he could be replaced. Rando is a mystery to me. If CPQ is content to have what amounts to a stand-alone service business, then his plan is fine. But I think that the real benefit to CPQ would be a deeper integration of services and products in the high end. There is a lot of anecdotal evidence from the Classic CPQ field that says Rando has created a lot of tension with the existing channel-based service models but I don't know what the real story is. Nobody likes change and the channel partners are likely to fan any flames that would slow the pace of reform. Gutsch was a crony of EP and I can't imagine he will last long. Most CPQ employees I have spoken with recently regarded recent HR changes over the last few years as insensitive and part of the morale problem at CPQ. The rest of the senior managers are pretty strong players. Certainly Blackmore, Barth and Pesatori have gotten a vote of confidence and are not at risk. Straw is too new to be in play and is also well regarded. Likewise Capellas is relatively new and CPQ probably does not now the impact of his programs yet. Capellas and Straw will clearly be on the hot seat together to deliver the integrated systems CPQ will need going forward, but there is no reason to think they are not up to the task. I would think that Schrock will rise and fall with AltaVista. I'm not impressed so far BWDIK about internet business?