Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Koligman who wrote (8719)	11/8/1997 4:05:00 PM
From: hpeace	Respond to of 97611

john, in the market idiots listen to idiots.. this is correct. (4508)10% and (4824)20%...plus or minus changes last 3 weeks.

To: John Koligman who wrote (8719)	11/8/1997 7:28:00 PM
From: Keith Howells	Read Replies (1) \| Respond to of 97611

John I attempted to follow the link to Barrons you posted earlier but apparently you have to subscribe to be able to access it. Did the guy ever cite any hard evidence in his article that CPQ was not making any money on the low end machines or was this his conjecture? By the way, when I was involved with CSCO earlier this year there was a guy, can't remember his name, that said the same thing about them - won't make money, big slowdown in networking etc.. They bottomed in the high 50's but this dude said they were headed to 35. Was quoted in Barrons and had an interview on CNBC. Market paid attention - for a short time. After a while they ignored him. Sometimes I question the motives of thes people. -Keith-

To: John Koligman who wrote (8719)	11/9/1997 3:25:00 AM
From: ed	Read Replies (1) \| Respond to of 97611

John, look at the big picture, If the world is in trouble CPQ can not sail alone no matter how high the margin is. The big environment is not right for the stock market, the problem is not the CPQ itself. So you need to see when the currency crisis will settle , once it is settled, CPQ will be the first to run up.Short term, I do not know when this crisis will be over, but it should be over sometimes. Before it is over , whatever we discuss here is meaningless, be it the otp program, the profit margin, or the total revenues in 2000 ...etc. When the big storm comes, it will wipe out everything, the market will be driven by emotions, and nobody will think about P/E, profit margin, revenues,, just sell, sell, sell, run away with whatever left. For the timbeing I just pray that Japan can solve its financial problem this time. If Japan got a problem, you will see the impact. Japan is a big world market for many countries.

To: John Koligman who wrote (8719)	11/9/1997 11:35:00 PM
From: Harry Landsiedel	Read Replies (3) \| Respond to of 97611

John Koligman. Re: Barrons tech roundtable. I read that article too. This guy Wick sold all his CPQ and his Intel (twice). These guys are bad mouthing these stocks so they can push them down more to get back in lower. They won't tell you when they reenter, but they want to ride them up again. These cowboys are what make CPQ and Intel so volatile. That's part of the price of ownership, I'm afraid. But in the long run, this is all noise. HL