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

To: Suma who wrote (85504)	10/12/2000 11:32:07 AM
From: Night Writer	Respond to of 97611

Suma, IMHO now is not the time to sell. I'm also underwater at this point. This has more to do with macro issues then specific company issues. NW

To: Suma who wrote (85504)	10/12/2000 11:37:42 AM
From: MeDroogies	Respond to of 97611

A dog???? Try owning Dell. Sure, CPQ is down, but it is down pretty much in line with the general market and the industry in general. The first would be expected, the second is probably questionable - in terms of whether they should be lumped in w/Dell. AMD showed that NOT ALL companies are suffering. In fact, much of the softness at the larger profile firms is a direct result of strength at lesser known rivals. CPQ bucks this trend in that they are higher profile, but are winning back their business, AND performing well in other strong markets. At this point in a business cycle, we should consider ourselves lucky that the hit hasn't been worse. The economy remains strong. If a recession had hit by now, we'd all be jumping out windows.....