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

To: fooledalot who wrote (61260)	5/13/1999 11:36:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

CPQ just completed transition of "Compaq classic" to SAP, and I doubt if the DEC systems are completely transitioned. I also understand that HR has been slow to integrate both the DEC and Tandem systems, which has caused some irritation among those employees. ORCL has had poor luck in "eating its own dog food" - I have heard employees who have hotmail accounts because they can't count on their own Oracle-based email systems - so I would not think CPQ would go in that direction. CPQ has a pretty good IM department, so I suspect the problem is figuring out what to do, not doing it.

To: fooledalot who wrote (61260)	5/13/1999 2:04:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 97611

Maybe he should give ORCL a call. I just got rid of my ORCL today at a small profit (it was a pretty good paper profit last week). They are much like CPQ in that they are well positioned but they are having trouble getting their act together. The economy is changing and the procedures that worked a few years ago do not necessarily work today. That doesn't mean CPQ or ORCL or many other companies are going out of business, it just means that they are going to stumble around awhile, the way NOVL did, until figure out how to thrive. It makes sense to me to shift resources to companies further along the learning curve, and perhaps to shift back again when/if they settle their plans. Big gains are to be made after they are running smoothly, not while they are learning their way. TP