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

To: John Koligman who wrote (61638)	5/19/1999 9:58:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

John.... I agree! I think that CPQ is on the right track with Tandem, DEC, Av, etc. The pc business is gonna get tougher and CPQ has the diiversification that will allow them excel, even in that environment. Plenty of good news is on the way with the spinoff, a new CEO, etc. btw, whatever happened to the pending RS announcement?? El

To: John Koligman who wrote (61638)	5/19/1999 10:07:00 AM
From: rupert1	Respond to of 97611

John: Every now and then you get a shift in the paradigm. COMPAQ was the Texan hustler overtaking IBM in PC, hell bent on high growth led by a master German tactician. Then the paradigm shifted: COMPAQ was a company that had bitten off more than it could chew, that played games with inventory and accounting to save face. Now a new paradigm begins. COMPAQ chastened and purified re-focussed and ready to explode into action. DELL the upstart hustler, cheekily feeding of the R&D of its competitors and cherry-picking its market, growing exponentially and trying very hard to become No. 1 at something, teaching its grandmother how to suck eggs. The new paradigm has started - DELL, the starburst company, starting to feel the pull of gravity, losing velocity as it gains mass, scrambling for ways to diversify, still looking for cheap short-cuts, but starting to fret and get irritable. DELL the company starting a long period of transition to lower growth.