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

To: Pravin Kamdar who wrote (21194)	11/30/2000 4:33:46 PM
From: tejek	Respond to of 275872

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. Pravin, In response, some things to look at that may offset your good points. The PC market is slowing...sales will become more cut throat; that can't help but hurt margins. Increased sales of their corporate pc/server will depend on when and if companies begin to adopt MSFT 2000....so far there has been considerable resistance and if we are encountering a slowdown, companies will be even more resistant to upgrade because they will want to keep costs down. You know how fragile turnarounds are....we lived thru AMD's...even in the best of times. What happens to CPQ's turnaround should the economy slow further? CPQ has been in a trading range from the low 20's to the low 30's forever...play it that way and its a good trade. In the meantime there are other sectors where the stocks are growing...drugs, aerospace, health care, foods etc. I know I can't handle the idea of buying Safeway or General Mills... excuse me, but I may have to heave <g>...but I can handle BA or some of its component suppliers or a Merck and some of the smaller biotechs that are making $$$ or an badly beaten up ENE. Remember, the game is to make $$$. So what's a few heaves when you'e making a profit. LOL In the best of times

To: Pravin Kamdar who wrote (21194)	11/30/2000 4:33:46 PM
From: tejek	Respond to of 275872

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. Pravin, In response, some things to look at that may offset your good points. The PC market is slowing...sales will become more cut throat; that can't help but hurt margins. Increased sales of their corporate pc/server will depend on when and if companies begin to adopt MSFT 2000....so far there has been considerable resistance and if we are encountering a slowdown, companies will be even more resistant to upgrade because they will want to keep costs down. You know how fragile turnarounds are....we lived thru AMD's...even in the best of times. What happens to CPQ's turnaround should the economy slow further? CPQ has been in a trading range from the low 20's to the low 30's forever...play it that way and its a good trade. In the meantime there are other sectors where the stocks are growing...drugs, aerospace, health care, foods etc. I know I can't handle the idea of buying Safeway or General Mills... excuse me, but I may have to heave <g>...but I can handle BA or some of its component suppliers or a Merck and some of the smaller biotechs that are making $$$ or a badly beaten up ENE. Remember, the game is to make $$$. So what's a few heaves when you'e making a profit. LOL In the best of times

To: Pravin Kamdar who wrote (21194)	11/30/2000 4:34:00 PM
From: tejek	Respond to of 275872

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. Pravin, In response, some things to look at that may offset your good points. The PC market is slowing...sales will become more cut throat; that can't help but hurt margins. Increased sales of their corporate pc/server will depend on when and if companies begin to adopt MSFT 2000....so far there has been considerable resistance and if we are encountering a slowdown, companies will be even more resistant to upgrade because they will want to keep costs down. You know how fragile turnarounds are....we lived thru AMD's...even in the best of times. What happens to CPQ's turnaround should the economy slow further? CPQ has been in a trading range from the low 20's to the low 30's forever...play it that way and its a good trade. In the meantime there are other sectors where the stocks are growing...drugs, aerospace, health care, foods etc. I know I can't handle the idea of buying Safeway or General Mills... excuse me, but I may have to heave <g>...but I can handle BA or some of its component suppliers or a Merck and some of the smaller biotechs that are making $$$ or a badly beaten up ENE. Remember, the game is to make $$$. So what's a few heaves when you'e making a profit. LOL ted