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

To: PAUL ABERLE who wrote (8786)	11/10/1997 9:32:00 PM
From: Weekapaug	Read Replies (3) \| Respond to of 97611

Paul, I've lost my pants a few times over the years. Cpq will come back. Anyways, I've just started with computers and now own 2. Next year I'll buy 2 more and you can bet there CPQ's. You need to relax if you can. I think Wednesday morning of afternoon will mark end of correction. I have to agree with thread "they wouldn't have split the stock, if they thought it trade in twenties". Ken

To: PAUL ABERLE who wrote (8786)	11/11/1997 3:57:00 PM
From: Robert Voigt	Read Replies (3) \| Respond to of 97611

Its a little worse than that, I think. I heard a comment on CNBC today that really upset me. It was by the guy on the floor (I guess Maria is taking a holiday). He said that today's lackluster market was being driven by stocks with special situations, like Eastman Kodak and Compaq ("for cutting their prices to remain competative"). The inference was that Compaq's and other makers of low cost boxes would have very low profit margins. This is scary because it completely ignores the area of Compaq's largest revenues, servers. This kind of shallow compartmentalized thinking (or lack thereof) is why this market behaves so crazy at times. Anyone have the data handy that shows the sources of Compaq's revenues and associated profit margins. It would be nice to see again if readily available.