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

To: Andreas who wrote (83060)	6/29/2000 5:12:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

OK-- so SSB hires idiots! So does Rosen. I have just lowered my exit point AGAIN! No one in their right mind could call cpq a long term investment,, not a good one anyway. It is a trading issue. Wait a little and it will take a hit them slowly crawl to a lower high! A true POS!

To: Andreas who wrote (83060)	6/29/2000 5:15:00 PM
From: Captain Jack	Respond to of 97611

Andreas-- Maybe I was moving between too many pages?? I thought it was at 25 1/2 when Greene spoke and now is 24 1/2.... hopefully the credability issues are not being unfairly assigned to him! Possibly I saw an older page?? Probably not!

To: Andreas who wrote (83060)	6/29/2000 5:25:00 PM
From: D. Swiss	Respond to of 97611

No threat to blow up their house? :o) Drew

To: Andreas who wrote (83060)	6/29/2000 5:27:00 PM
From: MeDroogies	Respond to of 97611

LOL...very good. Now that's a PR I'd like to see from anyone.

To: Andreas who wrote (83060)	6/29/2000 5:27:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Too little too late from the morons at Compork. Classic example of shutting the barn door AFTER the horse got out. Apparently the jackasses who run this company don't stay in touch with their analysts any better than they do their shareholders. With CPQ's shaky track record, this should never have happened, that is, unless it were true, cause SSB woulda been better informed. Where there's smoke there's fire. Hard for me to believe that SSB would be so reckless. They have some basis for their comments other than to get in on the cheap. Only thing positive about the situation is that CPQ did come back immediately and refute the allegation, which means to me that CPQ won't warn. Hopefully they aren't stuffing the channel again or relying on investment income this Q. Time will tell, but the stench continues to follow this company, which imho, doesn't justify the cavalier attitude they project to their shareholders and WS. Btw, isn't Gartner the analyst at SSB and if so, isn't he the only guy who nailed CPQ cold two years ago when CPQ screwed up??? In addition to that, "back-end loaded" which is the old Earl Mason line, scares me. El

To: Andreas who wrote (83060)	6/29/2000 7:29:00 PM
From: rudedog	Read Replies (2) \| Respond to of 97611

Andreas - while you, El, Jack and others were assuming that somehow CPQ had stuffed the channel, against all evidence to the contrary, I was placing bets. I was sitting on some cash, as I had sold my Jan '01 SUNW calls last week for a 30% gain. When the SSB call came out, I immediately saw it as complete BS as I had been watching for the opposite problem - CPQ and DELL's inability to get parts, and the possible impact on the Q of a supply-constrained environment. I put in an order for CPQGY at 3/8 or lower, and just for good measure, some CPQGF if it bottomed. Got a bunch of CPQGY at 1/4 and some at 3/16, 800 contracts in all. The CPQGF was a turkey shoot, 800 contracts at 1/8. So about $20K at risk. If I lose, no big deal - I made 10 times that on the SUNW calls. But given the leverage, especially on the 27.5s, my sense is that it will be Christmas in July. I can see a 10X pop in a week if this SSB report is as bogus as I think it is.