Compaq Message Board - Msg: 388907

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Technology Stocks : Compaq

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To: hpeace who wrote (374)	10/25/1996 4:22:00 PM
From: michael c. peterson	of 97611

Steve,I don't know what has to do with you buying laptops.You are right about one thing <wishing dosn't cut it in this market>.Would be nice if CPQ fell to 10 though <G>.The point Iam trying to make is CPQ is not invicible and they are weaker now than they were 6 mos. ago when the stock was at 41.The point you are making is the only way they fall by jan perpiration is there is a market crash .IMO CPQ and GATE are the weakest links in this cutthroat bus.CPQ has a bullseye on its back and are beening targeted by the deep pocket amer.and Japanease cos. and with the recent defections even more so .An with an egocentric CEO betting the farm I think my Jan puts are just fine.I am not going off iam just tring to call them as I see em.All that fancy technogy and inventory mumbo jumbo will not cut it when margins start to erode,the momentum geeks and the funddumbs will dump this stock in a take no prisoner fashion in a heartbeat at the first sign of troble.Thats the kind of market we are dealing with.Sorry I don't understand your propaganda statement.I think were you and I disagree is when this baby will tank not if...Good Trading MP

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