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

To: Elwood P. Dowd who wrote (74114)	12/19/1999 12:25:00 AM
From: Paul van Wijk	Respond to of 97611

Elwood, It's about 3/4 months ago I became bullish on Compaq. In that period I checked my thoughts at someone who works for Compaq Holland. We did a Y2k-project at our army (do you have an army in Holland???? Well, eh... We have a few soldiers running around over here but to call it an army, never mind). He shared my vision but was a little skeptic on his own company. Just received a few mails this week. Let's say the tone has changed dramatically. He is very confident on Compaq's E-Business strategy. He just finished the Y2k-project (personally I left after 3 months ago, I was bored to death at the army). Soon he will visit the Compaq E-Business University in the US. Also, about a month or 2 Compaq launched an E-Business campaign. On the radio, the internet and it is also impossible to drive through Holland without seeing the large Compaq Nonstop E-Business billboards. So everything is going according to plan on this side at the ocean. As I see it more and more fund-managers woke up, and are accumu lating. Once they are finished they can spread out the word to get the rest of the crowd buying. Anyhow, still very, very bullish on Compaq and just waiting for an event to trigger the real rally. Just like Oracle. That was a sleeping giant in my portfolio for about 8 months before we got the real lift-off. Still consider Oracle an even better stock than Compaq, but it's not bad to be second behind them. I like all the skeptics from the major research company (Gartner for example on a congres in Cannes a month ago) about if the dot.coms can handle the Christmas-sales without failures. So sooner or later price will be no longer an issue on the server-side. It has be on the air 24 hour a days, 365/366 days a year. And who is best prepared for that; the company who at this moment runs the servers for 35 of the top-35 telcos (as they are advertising in Holland). With regards, Paul van Wijk