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

To: Andreas who wrote (80554)	3/31/2000 11:12:00 AM
From: rudedog	Respond to of 97611

Andreas - re: how the heck did you come up with your 7+% drop? You are the one who started this discussion about "drop in a week" and all, not me - I don't think ANY short term stock movement is particularly important unless I am in the middle of an options play near expiry... I just defined (and posted) a definition of a week based on when you posted. I also included my formula, and the source of the data. Picking different dates gives very different results - LU came up looking good on the particular timeline you chose, and INTC looks bad, hardly a reflection of reality. But that is my point - CPQ does not stand out as the lead dog over the last week even among tech's strongest players. As far as my status as a cheerleader, I freely admit that I like the stock and its prospects, and I like the strategy and (so far) execution on that strategy. I am looking for more cost cutting, especially headcount, I am looking for FASTER movement away from PCs (and so I am delighted by a decrease in the money-losing retail PC segment share), I am looking for increases in the enterprise business, I am looking for a bigger services play (and am disappointed in the way services has been performing)... it's not a completely rosy picture but I like CPQ's prospects better than IBM and HP. I have been looking hard at SUNW which also has a good plan and so far, good execution, but have only done a play with LEAPs there... I don't necessarily think CPQ is right for everyone, and like I said, if, after looking at the plan, the execution so far, and the prospects, an investor does not believe that the current stance of management and their strategy is likely to turn the company around, they should get out of the stock, since it will be a while before it has big returns, and one needs to believe that the policies will work to hang in.

To: Andreas who wrote (80554)	3/31/2000 12:59:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Andreas... would you please post the guesstimates for 4/15. Thanks, El

To: Andreas who wrote (80554)	3/31/2000 3:07:00 PM
From: Salah Mohamed	Respond to of 97611

Andreas ... About Consumer PC's >>>The fact remains that pc market share has dropped. Is that a falsehood. And despite what you and others might say. The market share drop is not, in the opinion of many, constructive even if mc said that was part of his strategy.<<< Noone here said it is good news. The main points here are that the numbers addresses only one month, these monthly numbers are volatile, direct sales aren't included, overseas sales aren't included, and notebooks aren't included. In summary, these numbers are just a very small piece of the total consumer PC group sales, and the total sales for this group might be better than that article indicates. Here is an another article about the same subject: March 30, 2000, 5:43PM Compaq loses retail lead in PCs By DWIGHT SILVERMAN chron.com