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

To: rudedog who wrote (70772)	11/1/1999 11:50:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

Rude...I greatly respect your analysis of CPQ and the business environment....I've lost a lot of money on CPQ along with most everyone else on this thread (fortunately not as much as most, it would seem), and I'm a little short on praise for CPQ right now (the company or the stock)... Jimbo.

To: rudedog who wrote (70772)	11/2/1999 12:28:00 AM
From: E_K_S	Read Replies (1) \| Respond to of 97611

Hi Rudedog: I have been an investor in SUNW for 18 months when they showed me they could provide a 20% growth rate for several years. Now the PE has expanded to over 50! I continue to hold but probably would not buy at these current levels. However, Sunw's management is very good and their investments made 24 month's ago are paying huge dividends today. Any comment on this article from the Gartner Group? (http://gartner12.gartnerweb.com/public/static/hotc/hc00083638.html) "...Is It Still Safe to Invest in Alpha? T. Henkel We examine the prospects for long-term survival of the Alpha architecture in light of Compaq's recent decision to discontinue ongoing investment in 32- and 64-bit variants of Windows NT for the platform. ..." ================================================= CPQ is next year's story. I also like IM (Ingram Micro) and RMII (Rocky Mountain Internet).....Both companies are Internet plays; IM is more of a value turn around and RMII is another growth story. I also learned that my SJW was bought out by American Water Works Friday. So, today I can be patient with CPQ while I celebrate my good fortunes from SJW. EKS