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


To: ALTERN8 who wrote (62880)6/10/1999 9:48:00 PM
From: Captain Jack  Respond to of 97611
 
ALTERN8--- Please find out what is healthy for CPQ. Looks horrible and getting worse. If something does not happen soon it will not be the owner of a pizza shop that buys it but the delivery guy himself.

AV value has been sinking as the big ones get bigger and -- oh well.

Received this view in a newsletter. The guy has been pretty good. Misses some but overall worth following.

<<"Compaq [CPQ-22 7/16] "…unacceptable. Teens, I guess.
The "People Express" of
PC's." I don't care who they fire…the guy doing the
firing should be fired
along with the Board of Directors, the receptionist and
the executive
bootblack.">>

This is the first he has NOT mentioned CPQ in many weeks since he suggested avoiding it. To be fair here is his thoughts on DELL, MUEI and GTW.

<<"DELL [DELL-35 1/4] I do not want it. I still do not
want it….

Gateway [GTW-61] VTAR™ numbers = blah. But give is a
quick slap under $50
with some real panic following that, and we will buy.
So…Short-term negative
and Intermediate-term [IT] but the break of $50.

Micron Electronics [MUEI-9 13/32] nope. Neutral.">>

I hold a boatload of MUEI and it is red also but nothing comes close to the crappy performance of CPQ. How about PIZZA-Q?