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

To: rudedog who wrote (79462)	3/14/2000 10:45:00 AM
From: Night Writer	Respond to of 97611

One hour after opening and CPQ is 5 million shares from average daily volume. Heavy block buying this morning. There was nothing amateur about the amateur hour. This should be a good day. Hi Oh, Hi Ho, Off to the wall I go. El my man your swing is the plan. Bubble city for the day is your bit. NW

To: rudedog who wrote (79462)	3/14/2000 10:57:00 AM
From: JDN	Read Replies (2) \| Respond to of 97611

Dear Rudedog: Well, if CPQ is as strong as you say in storage then this stock is REALLY undervalued. Personally besides the software aspect, I find it difficult to believe the could possibly devote the resources to Service that EMC does since CPQ is such a multifaceted firm compared to EMC. But, storage is going to grow probably beyond any of our imaginations so lots of room in that field I believe. JDN

To: rudedog who wrote (79462)	3/14/2000 12:35:00 PM
From: Jeffrey James	Read Replies (1) \| Respond to of 97611

How Compaq is number 1 in storage Compaq sells more raw storage. Currently shipping 150 tera-bytes per day. Compaq is #1 in total storage revenue. Compaq is by far and away Brocade's largest reseller and the leader in installation of SANs. Yes, quite a lot of CPQ storage is sold together with servers (which is good, because it reduces cost of sales) Per IDC, EMC was third in total storage revenue behind CPQ and IBM and fifth in total tera-bytes shipped. This explains why EMC is so profitable; they can charge more. EMC is also #1 in mainframe storage which is very profitable, but slow growing (4%)