Compaq Message Board - Msg: 16625639

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (93639)	11/8/2001 12:33:29 AM
From: Jerome	Read Replies (1) of 97611

Don't be fooled by conventional wisdom.... Conventional wisdom says that investors hate the deal. Well they have had since the first part of September to exit either stock. So those sticking around probably favor the deal. The Board of Directors said today they were fully in favor of the deal and of Carley's plans. The networks keep carping on this deal because it draws viewers. Newspapers are sold by their headlines, not by the content of the papers. Part 11...the smart money is buying CPQ... 1) When the deal goes through CPQ gets a 50% price boost. 2) If the deal falls through CPQ gets $650 million dollars for their troubles. 3) If the deal falls through there is little or no downside for CPQ shareholders. I would rather own CPQ than Gateway at this point in time. GTW is trading about $7.00 a share. 4) Have you noticed that those talking heads on TV that talk about this deal, haven't said anything new about CPQ/HWP since Sept. Use your head guys and gals...if you keep following the crowd and consensus opinion, you will wind up with a lot of brown stuff on your nose for following too closely. Right now CPQ has the best seat in the house...they have got nothing to lose...I can't say the same about HWP. Regards, Jerome

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