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

To: Tae Spam Kim who wrote (61234)	5/13/1999 3:27:00 AM
From: rupert1	Read Replies (3) \| Respond to of 97611

Gerstner's comments on COMPAQ are starting to sound like EP's comments on DELL. His dismissal of COMPAQ's diversification as a feeble attempt to emulate IBM, betrays some anxiety. His general thesis that services and high-end hardware is the sweet spot and that PC's have a future as part of networking, is all good for COMPAQ. Gerstner was a controversial choice when appointed to IBM - not many tech companies would have been glad to have him. He also took some time to turn things around. The share price dipped after he took over.

To: Tae Spam Kim who wrote (61234)	5/13/1999 8:55:00 AM
From: Kenya AA	Respond to of 97611

Tae Kim: Indeed he is, but he's not the only one. CPQ needs "the MAN." "The sooner they get some leadership the better it's going to be for all of us," he said. I certainly agree with this ... "As the world's largest services company, we're right in the sweet spot" of the market, he said. He can be a bit cocky ...... And he derided moves by some of IBM's competitors to become more diversified, saying the companies are "racing feebly to be like us." He mentioned Compaq's 1998 purchase of Digital Equipment Corp. and Microsoft Corp.'s (MSFT) various partnerships in a litany of examples of companies trying to emulate IBM. .... but who cares??? Look at the stock price????? K