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

To: Seamus McKenna who wrote (80483)	3/30/2000 3:22:00 PM
From: Andreas	Read Replies (4) \| Respond to of 97611

Hysterical?? Maybe you could be so kind to explain why our reaction to the following facts is hysterical: 1. CPQ has dropped 18.5% in one week. 2. CPQ has lost market share to dell and hwp in the month of february. 3. CPQ's pc segment is focused on the low-end computer price segment which has seen a drop in average selling price in february after increases in sept. through jan. 4. CPQ's ipaq computer is selling at a ho-hum pace. 5. Management refuses to respond to rumors of missing earnings thereby lending tacit acceptance to the rumors. 6. CPQ's composite profit margins are expected to drop. 7. Article today in CNET highly critical of cpq's strategies and describes those strategies as failing. 8. Institutional ownership is dropping. Need I continue? Please, if you can, rebut any or all of the above 8 points which are accepted facts in the market place.