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

To: Elwood P. Dowd who wrote (86378)	11/5/2000 6:51:52 PM
From: marquis103	Read Replies (1) \| Respond to of 97611

El. I haven't been posting much lately, but couldn't resist offering my opinion. Although Capellas has been very emphatic, almost aggressive, in his statements of how well Compaq is doing, we are so close to the 20's, almost any generally negative market news will surely knock us back. However, if market conditions are at least neutral, and Compaq does continue offering positive PR's, we might see a burst to the high 30's or 40 by the end of the year. The huge question is if we should hold through January/February when bad things seem to befall us. EDIT: I just read through my post, and it appears kind of wishy-washy, but what the heck can you expect from someone who's been on the Compaq emotional roller coaster for the last 3 years? Russ

To: Elwood P. Dowd who wrote (86378)	11/5/2000 7:10:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

If DELL has good numbers - say they make their original revenue estimates and exceed earnings estimates - they could well run into the 40s by year end, and I think that has had something to do with the recent gains. On the other hand, if they show weak revenue and just make earnings, and especially if they blow a lot of smoke over the numbers as they did last quarter and crank in a bunch of investment gains, they could drop back into the 20s. If that happens they will probably drag CPQ down in sympathy...

To: Elwood P. Dowd who wrote (86378)	11/6/2000 2:09:55 PM
From: Night Writer	Respond to of 97611

El, You already have your answer. However, I want to point out the 18 DMA is a little below $28 and the 9 DMA is around $30. The last Max pain number was $27 1/2. I don't think we are going there unless CSCO and Dell get kicked hard. Another loose cannon is the election results. No predicting what impact that is going to have except a Gore victory might drive drugs, and oil down. I think the market might like Bush and SS investment plans. (Ya, I know the details might be a little tough on that one.) NW