Compaq Message Board - Msg: 7509312

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Technology Stocks : Compaq

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To: JDN who wrote (45634)	1/27/1999 11:17:00 AM
From: Jim McMannis	Read Replies (3) of 97611

JDN, Don't be fooled. The market is not fooled. It is trading CPQ down on two supposedly great news days. If you bought CPQ based on getting AV shares spun off to you, you might be selling and moving on to greener pasters right now. CPQ owns AV now. It will own less when it IPOs it hoping for a big run up in stock price. As a CPQ shareholder you may well benefit from this indirectly but history tells us directly is better than indirectly. A lot of "indirectlys" get lost in the balance sheet. I've owned stocks that have held great amounts of cash or stock in other companies but their own shares never went anywhere. Jim

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