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

To: PCSS who wrote (89043)	1/23/2001 10:36:21 AM
From: Senator949	Respond to of 97611

I'm with you Michael, and maybe even more optimistic. I'm currently expecting CPQ to come in closer to the original consensus of .35 than the current .28 which will put it at .32-.33. I don't think MC really wanted to warn in December but gave into underlying pressures. Robin

To: PCSS who wrote (89043)	1/23/2001 10:56:46 AM
From: Elwood P. Dowd	Respond to of 97611

CPQ is dead in the water today, at best, while DELL continues north. Your enthusiasm for CPQ is not shared by WS. El

To: PCSS who wrote (89043)	1/23/2001 11:12:17 AM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Michael ... There is something wrong with this picture. Moments ago, DELL was up .95 and CPQ was down .11. DELL warns and the stock goes up while CPQ goes down. DELL warns and gets upgraded and kudos for it's increased market share. This morning on Bloomberg News there was a report on CPQ's earnings for tonite. The reporter said that "CPQ's reputation is already tarnished because they said that Q4 earnings were in line and then two weeks later in December warned of a shortfall." All the good news, new pacts, alliances, deals, products, patents, etc., combined with a successful turn around and solid earnings, yet CPQ STILL gets NO RESPECT. There must be a problem in the way that Capellas does or does not communicate with WS and the news services. Any thoughts? El