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

To: Steven N who wrote (63517)	6/17/1999 10:32:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

>>>vic has called it wrong<<< who is "vic?" El

To: Steven N who wrote (63517)	6/17/1999 10:56:00 PM
From: hlpinout	Read Replies (1) \| Respond to of 97611

Hiya Steven, I don't think victor made direct comments about many of the items you listed, but often conveyed words by others. I think he also simply stated that one needs to look deeper than on the surface to get a balanced opinion (although he does seem to provide a glance into his thoughts).In this post victor repeated Compaq's comments regarding inventory: Message 10131134 With articles saying everything from excess inventory to integration and lower ASPs are causing the problem, some of them have to be right. And you have to admit, analysts can put a heck of a spin on something sometimes. Reading victor's posts helps keep me thinking in more balanced state. Is looking at both sides providing optimism...probably. I also enjoy debates to the comments posted here and I personally grow with more exposure to trading/investing. Best Regards, hio

To: Steven N who wrote (63517)	6/17/1999 11:42:00 PM
From: Eddie Kim	Read Replies (2) \| Respond to of 97611

All the more reasons to buy... A friend of mine bought CPQ right after Pfeiffer was ousted. I told him he should have waited. Compaq would surely announce major losses and bad quarters. I explained once all this bad news was public the perfect time to buy would emerge. It was really a no-brainer. He agreed with me that he jumped the gun. I think buying CPQ now is a smart, conservative move. Sure it could dip below $20/share, but's what's a few bucks to me? I think the best time to buy a blue chip company such as CPQ is when everybody is negative.