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

To: Elwood P. Dowd who wrote (93496)	10/27/2001 9:10:32 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

Hi Elwood and NW.. Seymour is a consultant and writes a regular column in PC Magazine. Take him with a grain of salt, he also wrote a column on Dell not too long ago predicting that stock would be in the 70's, instead it went into the teens. That said, the market share story between CPQ and Dell is like a scratched record, with the needle stuck in the groove repeating 'Dell is gaining share' for WAY too long. Stock is cheap at 9, but MC's story sucks. I don't even trade it anymore, switched over to Dell and INTC. Dell has moved almost 10 dollars off a low of 16 after the events of Sept 11th while the pig just sits there. Regards, John

To: Elwood P. Dowd who wrote (93496)	10/27/2001 9:18:03 PM
From: Night Writer	Respond to of 97611

Looks like Jim's job is to write articles for a magazine that will lose a large advertiser when CPQ and HWP merge.

To: Elwood P. Dowd who wrote (93496)	10/27/2001 9:36:21 PM
From: Night Writer	Respond to of 97611

El, I think the professional analysts are not excited about the merger due to the short term implications. Large tech mergers take time and some have failed. The transition time is normally longer then projected. Not one of the analysts has flatly stated that the company will fail. While I think MC could be doing a better job, I have to say that his plate has been very full lately and there are only so many hours in the day. I am starting to worry about his supporting management. Some of the things I notice should be taken care of by them. The merger will be a great opportunity to clean house and fix some of those problems. NW