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

To: Ted Foster who wrote (77550)	2/5/2000 8:06:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Talking Stocks: Battipaglia Stock strategist at Gruntal & Co. answers your e-mail questions February 04, 2000: 1:35 p.m. ET NEW YORK (CNNfn) - Each Friday at 1 p.m. ET, CNNfn viewers are invited to call in to the "Talking Stocks" segment and ask the guest expert questions about equities. Here, Joseph Battipaglia, stock strategist at Gruntal & Co., answers your e-mails. Name: Gigi, Mass. Question: What is your opinion long-term? I would like to purchase a "budding" CMGI (CMGI: Research, Estimates) or other cheaper stock preference in this communications group. Battipaglia: Long-term we're very bullish on CMGI. We believe the company has a very bright future. It's hard to put a value on it; assets are real, the potential is quite large. Name: Ali, United Arab Emirates. Question: I would like to know your opinion about Lucent Technologies (LU: Research, Estimates). Battipaglia: We have been given an excellent opportunity to buy the stock again. We're confident that the management can correct their operations problems, and at the same time, we're very excited for their fiber optical area, which might spin off soon. It's a great time to buy some more of this stock at these levels. Name: Carl, S.C. Question: Compaq Computer (CPQ: Research, Estimates): What is the reason for this stock's inability to get off the bottom? Battipaglia: First of all, the PC business has become commoditized, because of constant price pressures in market place. You're basically looking at a mature industry here, which will not give the kind of returns it has given in the past. I would sell Compaq, as well as Dell.

To: Ted Foster who wrote (77550)	2/5/2000 8:25:00 PM
From: Captain Jack	Respond to of 97611

Ted -- you and Rude have hit on the real reasons cpq stock price sux and will continue to do so.. <<"That is a huge and growing market that CPQ really could dominate if they just got off the dime.">> Cannot or will not execute anything in a timely manner! <<" Another example of the value of caring for shareholders.">> They have little regard for shareholders which keeps anyone from wanting to buy... It looks to range in the 20s and spike into the low 30s (maybe spike) for a long time!