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

To: Captain Jack who wrote (82657)	6/13/2000 9:52:00 AM
From: Windseye	Read Replies (1) \| Respond to of 97611

CJ, I'm beginning to suspect that the plan not to fire the extra 6000 folks at CPQ after the Dec merger has gone awry. It may have made more sense IF the short supply of tech workers on board would have inhibited CPQ's move into the profitable arenas, but I suspect that the major reason margins are so bad now at CPQ vis a vis Dell is that they are carrying too much deadwood, and taking too big a chance on having "extra" folks around to support the new market endeavors. There seems to be an unnecessary surplus of help, and the $/employee number is almost half of what it was prior to the Dec purchase. Doug

To: Captain Jack who wrote (82657)	6/13/2000 11:07:00 AM
From: profile_14	Read Replies (1) \| Respond to of 97611

CJ, "I just wait for the excuses and hope for new ones" What excuses are you talking about? They have met and exceeded every deliverable under Capellas so far. You were whining about that for Q1 and how they were going to crash and burn. Now what is the excuse you are talking about for Q2? If it is about earnings, wait until July. If about layoffs, refer to the January presentation and what the plan said. If it is about your reason to continue holding this "POS" stock, then I would like to hear you justify that one. The stock has cycled between 25 and 30 (rough numbers) about 8 times in 6 or so months. Now you are a clairvoyant with your prophecies for doom and gloom? "The conference call can be short.." Well, your rantings can be shorter. People generally post to debate and add value, not for attention and not to cry all day long. Debate usually entails substance. For someone who alleges he owns this stock, does not short it, is going to sell it irrespective of price by year-end (or at a minimum 75% of the alleged 4000 "measely" shares), you sure are on a roll. If you are not getting paid to smear, short, or both, then I believe in the Easter Bunny. Notice how there was no commentary there for a while? Well guess what, there was nothing to be said. "You expect a miracle... the mkts were down and cpq only lost 2+ % today thats a miracle by itself..." Folks invest to make money, because they believe in the management of a company, because they have pride in being associated with it. In essence, because they want to be successful and participate in its growth and output through their support expressed through stock ownership. You certainly don't reflect that. With all of the bargains and better companies out there (according to your own quotes), you must enjoy foregoing retirement to tie up your so called investments in such a poor place, unless of course, you are a short or have an ulterior agenda. For heaven's sake, you do not even concur with the trading strategy just mentioned. What the heck is wrong with that? He doesn't have to like the stock, he may have bought it high, but at least he is using it to mitigate an inferior return on his investments. Not everyone bought the stock at over $30 or $40 per share.