Compaq Message Board - Msg: 6922806

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Technology Stocks : Compaq

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To: Bipin Prasad who wrote (40689)	12/21/1998 4:11:00 PM
From: AJ Berger	of 97611

Just wanna protect my profits! I got lot's of my collegues in the 20's under the logic that CPQ was undervalued compared to DELL, they were cleaning up their inventory glut, and their consumer market initiative was going strong. Now I worry about CPQ screwing VAR's, Server technology slow innovation, competeing with Distributor's White Box's, and living with ever thinner consumer product margins. I'm holding thru the quarter, but after the Xmas numbers are in, I may take half my money off the table once the Street wakes up to the obsticles that people in the channels see as all too obvious.

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