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

To: JDN who wrote (78985)	3/2/2000 2:01:00 PM
From: Nilesh Parikh	Respond to of 97611

I wish CPQ can learn from what LU did for its share holders. The stock got punished for a very short period, but was able bring back the core investors back in LU with a 'real' strategy to restore share holder's value, to restore company's profitability. CPQ is getting the message out, but in a peculiar way. The perception is that we're cheer-leading rather than quarter-backing. Quick "Go CPQ" "GO CPQ" is helping get a $1-2.00 spikes, but not helping the stock, company to boost investors confidence. I see this Q1 being one of the most critical quarter in CPQ's recent history. The CFO will play big role in delivering the message of bringing CPQ to profitability. MC has to play a better role in 'unambiguously' articulating company's direction, be confident about growth rate, be confident about setting the expectations and even more confident about meeting/exceeding those expectations. Concerned CPQ investor, confident CPQ employee!!! -Nilesh. IMHO.

To: JDN who wrote (78985)	3/2/2000 2:12:00 PM
From: Captain Jack	Respond to of 97611

<<"My opinion of Capellas at this time is that he is a very good operations guy.">> and proving thats where he should be,,, then maybe all those that were scheduled to go would be gone-- down ONLY 7/8,,

To: JDN who wrote (78985)	3/2/2000 2:39:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

>>>Dear El: Your posts seem to indicate you are losing your patience here<< So you noticed? Watching LU pull their stock out of the hole by spinning off assets, GTW come forward and say that they are looking good this Q to help out their shares, while Capellas and company seem to be happy to watch their stock languish kinda bothers me. Add to that the fact that the spread between DELL and CPQ is now 15 points and that MSFT, COMS, INTC, IBM, MU, and on and on and on have doubled in value over the past year doesn't help. While Rosen selects a drink from one of his hundreds of bottles of single malt scotch as he reposes in his N.Y. City apartment and Capellas throws a million $$$ New Years Eve party at sharehlder expense, I'm looking at a portfolio full of stock that hasn't earned me a penny in 3 years. I think I have grounds to be MORE than a little unhappy. El