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

To: Elwood P. Dowd who wrote (62408)	6/4/1999 1:08:00 AM
From: Andreas	Read Replies (1) \| Respond to of 97611

To Elwood; Who the heck is Richard Band? What's his claim to fame and why should he be believed? Of course this Richard Band doesn't give any basis for his opinions. He doesn't suggest what exactly the new ceo can or is likely to do to fix the problems other than "redirect the company's marketing efforts to goose internet sales". There is simply an underlying assumption that the new guy will be able to fix the problems. Someone in an earlier post mentioned that ep's contract prohibits him from working for a competitor for 2 years. What a shame!! The smartest thing Rosen could do is release ep from the non-compete clause and pray that Dell picks him up. What better way to torpedo Dell into oblivion within 6 months? Unfortunately, I doubt cpq's competitors are lining up to get their hands on ep.

To: Elwood P. Dowd who wrote (62408)	6/4/1999 12:26:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 97611

El. Re: "I'm projecting ... $80-$100 within the next three or four years." I love it. Sign me up. HL

To: Elwood P. Dowd who wrote (62408)	6/4/1999 7:56:00 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 97611

Re: Projections That seems like a pretty timid projection. CPQ to me looks like T when Allen was shown the door or IBM when Akers was tossed out. Great companies seldom provide this sort of buying opportunity: perhaps once every ten years or so. Buy the "big broom" and it's like getting in on the ground floor all over again. Industry fundamentals are moving in CPQ's direction on many levels. At the enterprise level, CPQ will experience outsized benefit from the Windows 2000 transition which will begin in earnest next Spring. And at the consumer level, who is better positioned to deal with the "free PC" transition? Forget $800 PCs. The next wave in the PC revolution will be free PCs supplied when you sign up for ISP service (similar to cellphone deals). Nobody is better positioned than CPQ to be able to ink deals with the likes of T or AOL to supply equipment for this trend, especially as broadband becomes more widely deployed. I expect whoever the new CEO is to move very aggressively in this direction. I look for that 80-100 target to come in two years, not 3-4.