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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (21191)	11/30/2000 3:54:14 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Ted, curious as to your reasoning about CPQ maybe not being a very good bet right now. Overall tech malaise, or other? Tony

To: tejek who wrote (21191)	11/30/2000 4:04:47 PM
From: Pravin Kamdar	Read Replies (4) \| Respond to of 275872

Ted, I like CPQ because it looks like they are getting their sh*t together. Their little iPaq PDA is getting rave reviews. The home assitant (with the Geode) is also getting good press. The media is reporting that their server business is picking up. Their Alpa products should do well -- especially in light of the Itanium flop. The stock price has been beaten up and I like the valuation. I like the advertising push that I have been seeing with snappy new TV commercials. They should benefit from their use of AMD in the consumer market. And, mostly, I really like the styling of their new case for their consumer lines (they have outdone HP). I think that Compaq will gain market share this quarter. Anyway, those are my reasons. Now I wish I could have bought more this morning. Pravin.