Compaq Message Board - Msg: 6417806

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (36558)	11/14/1998 10:58:00 AM
From: rupert1	Read Replies (1) of 97611

Elwood: For a slush Harvey sure is perspicacious! My one big worry about the CPQ share price is a big takeover of a networker. I know the opposing argument - that CPQ is developing networking capabilities internally, as an adjunct to its architecture, but that $50 billion revenues target for AD2000, and the market prospects (if not the reality) and cheap price of some of the networkers, probably causes EP to dribble at the mouth. I dread getting into the networking morass again - after too long in BAY and months trying to understand COMS. I like LU, mainly because the CEO is so outstanding but the only buy-out involving LU would make CPQ the target. (I hope LU will buy a CRUS fab plant this coming week or even buy-out CRUS). Cannot understand why the Texas madam and Helpinout don't come over here. Maybe they like conversing in an asylum. I always feel I am slumming when I go over there. Picking through the city garbage dump looking for diamonds while being attacked by circling seagulls. Victor

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