Compaq Message Board - Msg: 11686152

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Technology Stocks : Compaq

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To: rudedog who wrote (69698)	10/23/1999 8:12:00 PM
From: The Duke of URL©	Read Replies (1) of 97611

Rudedog: I'm back. Sorry for the delay. Traded the links for the lincs, if you catch my drift. Couple of interesting things about Danny Boy: 1- He had no specific numbers for CPQ which may mean he has no inside information on CPQ unlike Dell and IBM. 2- He made the statement that CpQ is the same company as IBM because of the mainframe business the acquired from DEC. I don't think this is true, perhaps you could comment. 3- He said GTW could or will "go to 80" its about 64 as of Friday up from 49 or so a month ago. 4- Remember that GTW started financing PC about a year ago. Does Bank of Boston participate in the financing of those receivables? Robbie Stevens is a subsidiary of Bank of Boston. 5- It is also to be noted that although Danny Boy is right on the money to the penny!!! for earnings he "predicts" he is not the sharpest pencil in the cup when it comes to business analysis. The last time he did this he screamed Sell, sell, sell his exact words for intel and the stock went way up and is still 20 higher. What are your comments?? TIA Duke

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