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

To: David R. Schaller who wrote (74525)	12/23/1999 9:19:00 PM
From: QuentR	Respond to of 97611

<What I am looking for> I give you credit, you are now looking in the right place.

To: David R. Schaller who wrote (74525)	12/24/1999 1:07:00 PM
From: Steve Lee	Respond to of 97611

What does CPQ have going for it besides its "box maker" identity? You said: "What I am looking for is an indication that the market recognizes that CPQ has something going for it besides its "box maker" identity. Something which both distinguishes it from the Dell's of this world and adds premium." As someone who works with CPQ equipment and attends regular Compaq NDA's, I don't see it as more than a box maker. Having said that, I haven't looked very hard to find its advantages and would like to be educated. BTW, I just went long on Jan 30 calls as per this post: Message 12373789