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Technology Stocks : Compaq

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To: Captain Jack who wrote (70889)11/3/1999 5:07:00 PM
From: The Duke of URLĀ©  Read Replies (1) of 97611
 
Jack: Informative post. Incidentally it mays me feel good because I kept looking at thompson and couldn't figure out what they were talking about.

But think about what information is that you are presenting. IF all that is needed is the office of CFO and some communication then that is easily capable of being remedied in due time and when that happens the stock will go up.

Remember now, old Art at the SEC has sort of said that it wouldn't be too cool to have these cozy little chats with the wire houses anymore.

I know its been a while. But its getting harder and harder these days to generate 40/50 Billion in revenue. :)

My two cents is that this stock will pop when and if the company announces blowout sales of the 8-way servers sometime in late December. It would have been nice if Windows 2000 and the 840 chip sets from intel had shipped in mid 98, but they didn't. It takes time to break into the 500 Billion dollar (3 year, not annually, my guess) server market.

Those that are already intrenched in that market do not go gentle into that particular dark night.

Also, Kudos are to be engendered to you.

One entire post without the use of the word pig. :)

Best,

Duke

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