Compaq Message Board - Msg: 3631966

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Technology Stocks : Compaq

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To: Dave Krishna who wrote (20179)	3/7/1998 1:19:00 AM
From: Larry J.	Read Replies (2) of 97611

Dave, well said. Look at CS after they warned earlier in the week. The stock had closed @ 13 1/4. The thread was talking eleven or single digits. However, the warning had been widely expected much the same as with CPQ. The stock opened higher and closed @ $14 and change. There is definitely something to be said for the removal of the speculation and doubt regarding the quarter. It's unfortunate that CPQ chose a Friday to warn, as the initial reaction on Monday may be amplified. Regardless, if AOL can trade at $120 per share, and YHOO at $80, then CPQ @ $27 is a no brainer. I'm only disappointed because I added the full # of shares I wanted on Thur., instead of 50%. Look at a chart of ASND from Nov. ($22 - $35). CPQ @ $25 is as good, probably even better! Larry

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