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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Mao II who wrote (62735)	6/9/1999 4:26:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

M2--- the pig has me gunshy. Missed CS and UNFY because I strongly feel the pig has much farther to fall. Once it finishes its freefall and starts to recover 26 should come easily within 2 - 3 qtrs!

To: Mao II who wrote (62735)	6/9/1999 4:58:00 PM
From: rudedog	Read Replies (4) \| Respond to of 97611

M2 - Unisys was a weak player in a dying market with little base technology, hamstrung by long term government contracts and loaded with debt, driven by old-line mainframe management. CPQ is the market leader in its segment, has no debt and $4B in cash, has the deepest technology portfolio behind IBM (and a better portfolio in key areas like clustering), and is nearly at the end of a transition which should position them to be the leaders in the next generation of information technology. Which resources do you think CPQ has squandered or debased?