Compaq Message Board - Msg: 3642573

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Technology Stocks : Compaq

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To: Windseye who wrote (20042)	3/8/1998 6:10:00 PM
From: E.H.F.	Read Replies (1) of 97611

<Perhaps if they would have warned directly 2-3 weeks ago we'd be at 16 now.....I certainly don't trust CPQ managment to manage the stock per se... seems like they've done a dis-service this time around.> Windseye, as a shareholder, I'd rather have the stock where it is now than at 16. Ironically, it was Intel's warning and the subsequent drop in CPQ that got my attention. Being an outsider, I had no emotional involvement at all when I made my decision to buy into the selling frenzy on Thursday (in at 27). From my research on Wednesday I concluded that CPQ is a dog eat dog company that is hell bent on selling more computers than anyone else, but was caught short with Asia's collapse; they probably figured that they were going to sell untold numbers of sub 1,000 PCs to the hoards of people over there. Acquiring DEC is the fix. It takes time to overcome the inertia of its own momentum. Dell is sounding real complacent about things (from a news release), but they better get started on cutting costs real quick, because this Christmas it isn't going to be Santa coming to town...this time it'll be the cutthroat savages at Compaq. E.H.F.

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