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Technology Stocks : Compaq

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To: Night Writer who wrote (28935)7/13/1998 2:38:00 PM
From: Kevin A. Lynch  Read Replies (1) of 97611
 
You guys seemed to have become conditioned to CPQ being an underperformer in the short term. I think only the negatives are factored in. Do you folks recall some of the positives that came along with the DEC deal....

Forward carrying tax benefit
Lots of cash on DEC balance sheet
Alta Vista
Intel chips on the cheap
World class service OP.
Alpha Chip Tech
Hi Note Laptops

People are focused on forward earnings more than write downs and current earnings. What mgt. says will be more important than the numbers. There is evidence that WIN 98 has increased overall computer sells, and EP has stated that he is personally involved with clearing the channel.

Regards,

Kman
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