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

To: jim A who wrote (60868)	5/8/1999 11:50:00 AM
From: rudedog	Respond to of 97611

CPQ has thought for years that cable modems would lead the technology, and that there would be an eventual battle between cable and DSL telco for high-speed access to the home. They have a well honed strategy which includes investments in both technologies (roadrunner and DSL technology providers to name a few). In their consumer products, they also do out-of-the-box support both in hardware and software for not only cable or DSL but also satellite. This is a very important battlefield for mindshare in the future. Clearly CPQ and MSFT need to continue to expand their reach "up the pipe" or they will end up being commodity providers. I doubt that either of these companies will let that happen.