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

To: John Koligman who wrote (80485)	3/30/2000 2:54:00 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

I assume Cramer is talking about the 'same' rumor that this thread has hashed over... This post was on the Intel thread... To: John Fowler who wrote (101819) From: Gerald Walls Thursday, March 30, 2000 2:49 PM ET Reply # of 101820 That must be the rumor that has Intel off 5+ points. Actually Cramer says there's a Compaq miss rumor circulating and that he's looking at this as a buying op.

To: John Koligman who wrote (80485)	3/30/2000 3:18:00 PM
From: Captain Jack	Respond to of 97611

John <<" First, I also see another trading opportunity approaching here.">> Thats all its worth,, but think of the dividend too,,, LOL!!! comPUKE! GO PUKE!

To: John Koligman who wrote (80485)	3/31/2000 5:05:00 AM
From: JDN	Read Replies (1) \| Respond to of 97611

Dear John: Looking at CPQ solely as a trading vehicle IMHO its got very little downside risk at these prices and could easily return to 30-32 range once the tech wreck is over. I dont think this qtr will mean a lot. Even if its good its nothing to brag about and if its bad, well, CPQ has already taken quite a haircut. Its the future that will determine the price, and they still have enough credibility I THINK to justify a price around 30. I just heard an analyst (forgot which one) on CNBC last night say that he favored CPQ over DELL. Now thats one for the books, but probably its a valuation issue. JDN