Compaq Message Board - Msg: 9367486

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (60658)	5/6/1999 4:31:00 PM
From: JRI	Read Replies (1) of 97611

El- Wanted to let you know that I sold remaining (small) Compaq stake today at 24.5... I think the company/stock will do well if the right person comes in as CEO, and is willing to make decisive changes...including a scaled-down PC presence...I am simply not confident that, under the Rosen triangle, that the stock can go very far......I could see it rally to high 20's in the next 6 months, but I think IBM's new aggressive posture is really hurting Compaq....and I want some cash ready for (what I think) will be some better long-term ops in the next couple months.. I think the half-pregnant model (direct/indirect) is not a good one...but I don't think Rosen will do anything soon to fix it... Good luck to you and all CPQ shareholders...I might reconsider (long) if CPQ is selling at same price 6 months from now...you'll find me on the Dell, EMC, Cisco threads....May we all experience many great returns going forward..

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