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

To: Captain Jack who wrote (79033)	3/3/2000 7:05:00 AM
From: PCSS	Respond to of 97611

Ashok Kumar, Piper Jeffrey as CNBC's StockPicker of the Day says PC growth is very strong, storage strong. Stocks he likes are DELL, Qlogic & Brocade. A good sign is that he didn't say anything negative about CPQ. The only real minor thing was when he talked about DELL he compared as-an-aside DELL's growth rate to CPQ's .... but only to show DELL's growth NOT to knock CPQ. I see another good CPQ day ahead today ! Michael (off for a 7:30 Tee-Time)

To: Captain Jack who wrote (79033)	3/3/2000 7:50:00 AM
From: rudedog	Respond to of 97611

Jack - re" 40s - that was not a prediction, but a counter to the notion that a big multi-point run-up and double in stock price is the metric for success. I am looking to lighten up a little on both DELL and CPQ - reducing my position in each by maybe 1/3 over the year. DELL is getting close to my target (mid-40s) as I think it will be range bound in the 40s most of this year. CPQ on the other hand SHOULD be in the mid-40s if they can demonstrate that they are executing to their plan, and I "would be happy" if that happened in the next few months. Should and will are two different things... I do believe that both of these companies will be leaders in the segment, but in different ways - DELL is likely to inherit the crown in the PC sector, but that in itself is not enough to fuel big growth in stock price. Still, limited downside on a company which executes as well as DELL does. CPQ looks to me like the blueprint for the computer company of the next decade - more so than HP or IBM. CPQ has been defining the commercial desktop business model, with IBM and HP following. If they are able to do the same for the Internet appliance space and get mindshare on how business connectivity will work, they may be in a position similar to the one they had in the late 80s and early 90s, where they can "make markets" simply by defining the categories. IBM has shown almost no technical leadership in years, and seems to be on a path to just trim the business model and refine the business. A decent plan for them but not a leadership plan. GTW also shows a lot of smarts in their partnering and business model but it's hard to see them as a major player. SUNW will be the company to beat in the high end internet space, at least for the next few years. Architectural dominance and some key technology help them, weak execution and a bloated cost structure work against them. I am not convinced enough to take a BIG stake but have waded in with a smaller position via LEAPs. The next 12 to 18 months will be critical for SUNW. If Win2K and the upcoming big Intel machines start to erode SUNW's high end dominance, they have little else to fall back on...