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

To: rupert1 who wrote (71667)	11/12/1999 6:21:00 AM
From: rupert1	Respond to of 97611

The case against COMPAQ in a nutshell - or why a long will sell. From Raging Bull board: __________________________ By: new_papa Reply To: 5738 by bobster Thursday, 11 Nov 1999 at 6:59 PM EST Post # of 5759 Tough call, but I got out at $20. Bought in at $28 12/97. It's not a matter of "losing" money; it's the opportunity cost. Too many other good places to invest. CPQ has long term problems. The net has marginalized their value add sales model and the PC business is completely commoditized. The new leadership is trying to make sense of the DEC acquisition. They're squeezed by Sun/IBM on the value add side and GTW/Dell on the commodity side. The poor performance of the past 18 months - including the unforgivable sin of reporting 50% less earnings (the street will punish for this) - in an era of warp speed may be too much for CPQ to recover from for quite a while. On the other hand, things can't get much worse so getting in now may be a good thing down the road. But you have to consider other places to put your money for the next 12-18 months