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To: Klinger who wrote (70692)	7/29/1999 5:11:00 PM
From: Glenn D. Rudolph	Respond to of 164684

On the message boards: A tough road for Compaq's CEO Also: The buzz on Drugstore.com By Shawn Langlois, CBS MarketWatch Last Update: 4:49 PM ET Jul 29, 1999 NewsWatch Join the discussion The tired, hungry masses of Compaq shareholders continued to endure the stock's lowly levels even after the company announced better- than-expected earnings and an 8,000 employee job cut (a move often embraced by Wall Street). The message boards have always been a place for Compaq investors (CPQ: news, msgs) to vent their frustrations or show their support. Thursday wasn't any different as the bulls and bears were well represented. See related story. Much of the positive commentary centered around the company's freshly appointed CEO. Michael Capellas was given support after Compaq's conference call by the likes of CaptainJack on Silicon Investor: "He (Capellas) had the answers and did not stumble. Direction looks assured. Confident! The only question now is will the street see it too?" Nouveau Riche chimed in, "Capellas is compelling. He has a good grasp on the companies products, balance sheets, and technology. He's making strong moves to fix the bottom line. AND, HE IS BELIEVABLE." Blueace13 also saw a bright future for the big cheese on The Motley Fool: "Mr. Capellas is simply Mr. C now, but I'll wager a reasonable commitment that within 12-months he will be a 'darling' of the street." Today on CBS MarketWatch Late recovery stems hemorrhhage Oil breaks above $21 Waste - not Net2Phone IPO range rises Thom Calandra: Preview Travel mum on takeover talk More top stories... CBS MarketWatch Columns Updated: 7/29/99 4:37:12 PM ET On the other hand, any stock that has lopped off 50 percent of its value in a few short months can't escape valid criticisms. Luxsit cast a bearish glance to the future: "I think she (CPQ) will drift along in the summer doldrums, trading in the 23 to 28 range for the rest of the next quarter. Earnings disappointments, new (untested, brought up from the inside, second, third or even fourth board choice) CEO, stiffening competition on all fronts, especially the PC front, and what you have with CPQ is dead money for another quarter." Neil Mintz succinctly summed up the bitterness of someone who has felt the sting of CPQ's descent and offered some advice to those still involved: "As a former shareholder, I can only thank my lucky stars that I am out of this pig ... The seasoned investor would do well to take advantage of any run up and dump this loser." Posters like Neil Mintz and Luxsit will be having the last laugh unless this box-maker can start showing some strength. Compaq supporters are placing their bets with the new kid on the block. Will Mr. Capellas awaken this sleeping giant? Drugstore.com delivers Another Internet hard-charger hit the market Wednesday with a bang. Drugstore.com soared 179 percent on its opening day of trading. Although many investors might have suspected the stock rocket to feel some gravitational pullback on Thursday, the stock actually nudged up while the broad market declined. Message boards were abuzz as posters debated the good and bad of this drug e-tailer. " ... there's a hurricane blowing through the markets and the roof is holding strong!!" Raluck On Raging Bull, Raluck saw big things to come: " THIS IS HUGE -- everyone from their teens through adulthood is a customer. THIS IS WAY BIGGER THAN BOOKS!!! I'm betting this thing is and will be another BLUE-CHIP Internet company ... there's a hurricane blowing through the markets and the roof is holding strong!!" Doughboy701 commented on Microsoft (MSFT: news, msgs) co-founder Paul Allen's Vulcan Venture's investment in the company: "I will follow thy shepherd (Allen) to the promise land! BA BA. He will walk me through the land of the Internet, and, at the end of the journey, I will be standing in front of the most beautiful Porsche 911 Carrera I have ever seen." Malakas11 wasn't quite as impressed: "As far as embarrassing items like condoms, supply of tampons, maxi pads, laxatives, etc., I think it is a good idea, but ... prescriptions, I don't think it will fly. When it comes to drugs, I think people would rather get it handed to them from a pharmacist in a white coat than through the UPS guy." Lilou, on CBS MarketWatch, wasn't completely sold either: "The idea of being able to order your prescriptions online may be appealing, but most people I know enjoy going to Rite Aid or Walgreen's just to browse around ... I am very wary of its future." Drugstore.com shareholders can hardly complain about the stock's performance thus far, but will this stock-market infant continue to deliver? If you see Doughboy701 cruising by in a Porsche, you'll have your answer. Shawn Langlois is community editor for CBS MarketWatch. Printer friendly format Refer this article to a friend For more breaking news, visit our Front Page. Also, search our news archives: Ticker Keyword (For more options use our Advanced Search) CBSMW MarketPlace Personal Finance : • Get 3.9% APR and 5% Cash Back. Get the Wingspan Platinum Visa • Let the Loan arRanger find you the best rates. Visit our Loan Center. • Finding your dream car has never been easier. Visit our Car Club. New! • Free insurance quotes. Visit our Insurance Center. New! • Get a free copy of your Credit Report online. New! Investing: • The Direct Investor Center, the premier place for direct stock investing. • Access over 250,000 investment research reports. Free membership! • CBS MarketWatch LIVE:real-time equity quotes and news over the Internet. How to Spend it! • Put your market gains to work at the Online Golf Superstore. New! • Explore The Good Life with Cigar Aficionado and Wine Spectator.