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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: TRIIBoy who wrote (13168)	4/13/2000 6:15:00 PM
From: Steve Fancy	Respond to of 18998

I hear you, but am confident the pieces will fall in place over the next couple quarters. This will hopefully be one of my generally successful big cap tech dog plays. I keep the stock as part of my core, as the downside damage should be limited, and upside if they get their act together could be significant. I also hold a ton of '01 30 calls that I add to whenever they hit 4. Although I have great respect for Michael Dell, I believe CPQ is much more diversified, and a much more significant force in global markets than Dell. Most foreign countries are far behind the US in PC adoption, and new technology later this year should start an whole new generation of PC buying IMO. This will start in corporate environments and be a significant force in retail markets next year IMO. I'm looking for a simple 12-month double, and so far, so good. Again, good luck with your position. sf

To: TRIIBoy who wrote (13168)	4/14/2000 11:16:00 AM
From: Cube	Read Replies (1) \| Respond to of 18998

TRIIBoy, I must tell you old friend, that CPWR call was unbelievable. I have many friends who are high up in CPWR and they were absolutely sure that you were wrong, so I got scared away from shorting it. How the hell did you know? You have got some kind of skill sniffing out bad balance sheets, and I am profoundly jealous! <gg> Cube

To: TRIIBoy who wrote (13168)	4/17/2000 4:59:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 18998

TRIIBoy, an CPQ followup FWIW... IBM Remains IT Mkt Leader In Europe, Compaq 2nd - IDC Dow Jones Newswires LONDON -- Research company International Data Group said Monday International Business Machines Corp. (IBM) had the largest share of the information technology market in Europe, Middle East and Africa in 1999. It said IBM increased its share of the total market for IT hardware, software and services, to 10% from 9% in 1998. Compaq Computer Corp. (CPQ) rose to second place with 7%, from 6%, while Hewlett-Packard Co. (HWP) was third with 6%, unchanged from 1998. Compaq increased its market share with the acquisition of Digital Corp. and is now firmly established in Europe as a serious long-term rival to IBM, said IDC. IDC also said the gap between leading vendors and the middle-tier vendors intensified in 1999, leading to a major trend of consolidation with the market controlled by a shrinking number of companies. "More and more, the market is dominated by vendors that are able to adapt to the new market demand for solutions," said Stephen Minton, IDC's EMEA IT Markets Center research manager. "Software and services have rapidly displaced hardware as the key market drivers in Europe." -By Karen Chan; 44-171-842-9269;karen.chan@dowjones.com