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

To: rupert1 who wrote (81904)	5/3/2000 3:39:00 PM
From: Elwood P. Dowd	Respond to of 97611

>>>A lot was said on this board about Rosen's brilliant investment acumen and how it was driving the value of COMPAQ. I have seen no posts about the recent heavy losses in the value of the portfolio.<<<< BIG TALK from a guy who bought A BIG CHUNK of CPQ in the low 40s about 5 minutes before THE BIG GAP DOWN and then sold it in the low 20s for A BIG LOSS! victor... the example you set here is further proof that people who live in glass houses shouldn't throw stones! jajaja El

To: rupert1 who wrote (81904)	5/3/2000 5:13:00 PM
From: Captain Jack	Read Replies (2) \| Respond to of 97611

vic -- <<"No doubt values will rise again ">> but certainly not all those issues will get anywhere near their old high,, in other words some of those have about as much chance of seeing the high of the past 18 months as cpq does,,, now aren't you happy cpq and others are not valued on the junk in their portfolio...

To: rupert1 who wrote (81904)	5/3/2000 5:34:00 PM
From: Salah Mohamed	Read Replies (3) \| Respond to of 97611

Victor ... About Investment Losses >>>A lot was said on this board about Rosen's brilliant investment acumen and how it was driving the value of COMPAQ. I have seen no posts about the recent heavy losses in the value of the portfolio.<<< Your arrogance and ignorance are unbelievable. The main point you were talking about is that the shareholders would have been better off if CPQ took AV public instead of selling 83% of it for 42.6M shares of CMGI plus 200M note. The fact of the matter is CPQ and its shareholders are still much better off with what Rosen did because AV never went public and who knows what it is worth right now. When the deal was struck in August of 99, CMGI stock price was $39, today it is $62, this is about 59% gain in about 9 months period. I would say, this is not bad compared with your investment record of buying CPQ above $40 and selling in the low 20 as El indicated.