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

To: Andreas who wrote (87777)	12/12/2000 5:56:08 PM
From: Andreas	Read Replies (1) \| Respond to of 97611

Thread; Here is one of many typical posts over at the zoo! "I will never believe Cappellas again..never thought they would miss by this much.He is full of shit.Who knows how they are really doing." That about sums it up! Way to go MC!

To: Andreas who wrote (87777)	12/12/2000 6:02:20 PM
From: PCSS	Read Replies (1) \| Respond to of 97611

I think you all are being a little harsh on MC. In the past 1-2 weeks a lot has come to light especially with in the server market - (1) MC said last week that he was seeing some weakness in the high-end server mkt, and (2) there have been reports (in WS - I believe) that it was believed that SUNW was seeing server weakness and was offering 3% discounts, and (3) we all know the the .com maket is in BIG trouble and that this server buying arena is non-existant to negative ------ THEREFORE CPQ BIG profit margin business was taking a hit. Combine this with the already slow slow PC market AND you have an inevitable CPQ warning I do believe this all came together in the past 1-2 weeks. CPQ has taken the brunt of warning by others for the past 2 qtrs, it has been beaten down, there's some reasonable chance CPQ will go UP from here. AHT fluctuating but still @ 20.00 Michael