Compaq Message Board - Msg: 16772817

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Technology Stocks : Compaq

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To: hlpinout who wrote (94109)	12/10/2001 8:49:09 PM
From: Elwood P. Dowd	Read Replies (1) of 97611

Dan Niles on CNBC two minutes ago by: classyfilms (34/M/Atlanta, GA) Long-Term Sentiment: Strong Buy 12/10/01 08:46 pm Msg: 264000 of 264001 said he believes Compaq's stock price will perform MUCH better than HWP in the coming year (doubted HWP will move any higher from here). Said Compaq's restructuring is now bearing fruit. Said their business is very strong this quarter. Said HWP should go with the deal, criticized HP heirs for shortsightedness and "unrealistic" view of layoffs, and that HWP shareholders will regret the opportunity. If Dan Niles is bullish on Compaq, that speaks volumes. Use this sell-off opportunity to load up on CPQ. It's just a bunch of hedge funds unwinding arbitrage positions.

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