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

To: Night Writer who wrote (72006)	11/16/1999 6:56:00 PM
From: Captain Jack	Read Replies (3) \| Respond to of 97611

NW-- two very different companies....no where near related. ORCL is on the cutting edge great things,, cpq is just on the edge of good things,, no comparison,, not even with div reinvestment! Recent mkt runs and cpq wallows indicate it will take much longer than a year... remember too ORCL did not have the numbers miss of cpq or pee down WS's back thinking they would believe it was rain... it cannot even sustain a run all the way to minus 50% (25) of the 52 week high,, the only hope for getting to the 52 week high is in about 6 months when the history number (51) sinks below the horizon. Sorry Larry but the mkt ran today as it has on other days and cpq again struggled to ride the momentum to get slightly in the green for the day..

To: Night Writer who wrote (72006)	11/16/1999 6:56:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

NW: I remember last year a discussion of the COMPAQ dividend. One of the bigwigs at the company explained that the policy was to qualify COMPAQ for those big pension and other institutional funds which need to invest in stocks which have paid a dividend for x number of years without break. So at the beginning of this process, the small size of the dividend is not that important: it is important that it can be sustained and can be gradually increased. The worst mistake a company can make is to embark on this path but to cut the dividend or suspend it in any given year. Paying a dividend consistently and increasing it gradually is one of the criteria by which the good management, stability and longevity of a company is judged, through good times and bad. The statement by Rosen challenges all those in the market who have been saying lately that COMPAQ is imploding, facing Chapter 11 and so on. It will catch the attention of the big institutions.