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

To: Kenya AA who wrote (61143)	5/11/1999 6:03:00 PM
From: Tae Spam Kim	Read Replies (1) \| Respond to of 97611

Kenny, Do you think Compaq's focus will turn away from PCs to emphasize services like IBM is doing? Honestly I don't know what Compaq should do.. they are in a hard position.

To: Kenya AA who wrote (61143)	5/12/1999 9:35:00 AM
From: TigerPaw	Read Replies (3) \| Respond to of 97611

getting CPQ's act together I agree CPQ has to do something, and the current moves may well be the right thing. I just maintain it is going to be a difficult change for the company. All of those customers who used the 36 distributors which are to be dropped are going to need to decide on a new relationship. What advice do you think their current distributor is going to give them? The 4 remaining distributors are going to need to learn how to operate in co-location mode. The service side appears to be undergoing a big change in management and style. That's a lot of balls to juggle. I wouldn't consider new investment until I had an idea if they can keep them all in the air. TP