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

To: rudedog who wrote (69674)	10/23/1999 12:15:00 PM
From: MeDroogies	Respond to of 97611

Or, it could be that everything is fine...and there are people out there looking to get the price down so they can purchase more. Happened with ORCL 2 quarters or so ago. I'm fairly certain (with all the research I did) that no statement of that nature was made in anything but the most ambiguous of circumstances. The problem is, as some people here have noted, is that CPQ is tight-lipped. I perceive that as a good thing. They don't want ANYTHING to get out that can be perceived as non-neutral at this point. Why? Either things are as some are saying....and are going from bad to worse (more lawsuits - which I doubt), or things are dandy, and this mgmt is looking to start anew. I opt for the latter. It's happened in a few of my other recent investments in turnarounds. If CPQ can't make things look good in 3 -6 months, I'm off like a prom dress. I have a sneaking suspicion the naysayers aren't as tuned in as they'd hope. Either that, or are engagingly disingenuous.

To: rudedog who wrote (69674)	10/23/1999 12:45:00 PM
From: The Duke of URL©	Respond to of 97611

Niles speech was on the 20th, I believe, the day IBM announced. I absolutely agree with you that we know what he said and I absolutely agree with you that there is an unusually high amount of evile naked shorter bashing on the Zoo BUT, vcall seems to be down, and I see a reference to a release by Niles on 10-22 11:00 est from RadioWallStreet.com referencing a vcall broadcast: vcall.com If this is correct, this is AFTER the 'IBM' statements, but the site as I said is down. We are not alarmists, we just want to see what's cooking. the title is Dan Niles on IBM,Intel,Dell and Gateway. It may be a rebroadcast of what he has already said, but I have been unable to get to vcall hlpninout seems to say vcall is up. I don't know. . As I post I just got thru I am listening now it is to Emerald. News at 11:00 Duke