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

To: hpeace who wrote (9559)	11/25/1997 11:11:00 AM
From: j bayer	Read Replies (1) \| Respond to of 97611

Did anyone pick up on Mr. Dell's comment on how the Asian issue will affect his price for components. His response was something about that if the Asian problems may only affect around 7% of his business but lower labor costs in Asia will have a positive effect on 70% of his business, which would you take?? Wouldn't that same scenario apply to CPQ thereby keeping margins intact?? J. Bayer

To: hpeace who wrote (9559)	11/25/1997 11:11:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 97611

Top threee PC players in Asia. (source:cnbc) 1.Samsung 2.Compaq 3.Acer Steve: do you know what the % of sales for CPQ in Asia is ?? Michael Dell was saying this morning that he does some 5-6% of business in Asia,but he gets 70% of the parts and material from Asia.So his contention was that even if PC prices will go up in Asia due to currency devaluation,his material and labor cost per unit are going down even faster,giving Dell a net positive results from the Asian problems. I am sure CPQ probably source majority of their material from Asia as well (?)but since CPQ probably has a higher % of sales in Asia,I wonder what the net result will be for CPQ. Any idea Steve??

To: hpeace who wrote (9559)	11/25/1997 12:36:00 PM
From: ed	Read Replies (1) \| Respond to of 97611

Steve: Do you really believe those things from the analysts? Ha! Ha! I can also give you my prediction on CPQ: 1) I increase CPQ 1q/98 earning from 84c to 87c, a 22.5% increase comparing to the previous quarter. The whsp#:90c 2) I rated CPQ a short term buy and longterm strong buy. Ha ! Ha! 3) tweleve month target for CPQ is $200 (before split) */- 10%. Do you feel happy now ? Ha! Ha ! So, I already set up the boundary of the game for CPQ.If the earning of 1q/98 is less than 87c, then it is CPQ's fault not to meet my overly aggresive est., and the stock drops in big time. If the earning is 87c, then I claimed the credit, but CPQ will still drop for not perform better. If the earning hit 91c, CPQ will still drop, because, I will issue a comment that CPQ's growth has been top,and no room to growth for the quarters to come. Then I will downgrade the stock to encourage people to sell the stock, and I start to accumulate the stock behind the screen. After I accumulate those shares at lower price from those frightened small investors, I will issue another upgrade on CPQ, and the stock start to climb, and everybody is happy except those bears. THIS IS THE GAME WHAT IS NOW PLAYED IN THE US STOCK MARKET!!! Is it funny ???????????

To: hpeace who wrote (9559)	11/25/1997 5:41:00 PM
From: P2V	Respond to of 97611

"the fact they are renaming themselves the "enabling technologies" doesn't mean squat to market." Thank you for your apt explanation of the problem. Until the market does understand Compaq's technologies, in the areas of WAN, data warehousing, year 2000 solutions, etc. the market will continue to view Compaq as just another PC box maker, AND ITS STOCK WILL GET UNJUSTLY PUMMELED . Once again, thank your for your apt response, and extraordinary understanding. I TOO BELIEVE THAT COMPAQ IS A GREAT COMPANY. Regards (Chow)(cheers) (etc) , MM