Compaq management has never really figured out what they want to do with the company. |
Current weakness appears industry related, not company specific, in our opinion. |
If you had talked to me this morning, I would have said I was pretty comfortable that UNIX servers would improve. But I think they improved a lot more than most of us would have expected. |
The margin degradation that a lot of folks had been concerned about really wasn't as bad as people had thought. Overall, things look very good. |