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

To: Tim Bagwell who wrote (10401)	12/7/1997 4:07:00 AM
From: StockMan	Read Replies (2) \| Respond to of 97611

Tim, Re -- HWP.. HWP has shown that it can produce and sell computers for a lower cost than CPQ (the 899 system). Says a lot for CPQ, They just keep working hard to get customers, thrashing around trying to reduce costs, along comes DELL and gets all of CPQ's customers, and HWP beats out CPQ on costs. Just can't understand this company, When will CPQ get its act together, and realize it has its business modell back*ss ways. Goes to show, its just a low quality commodity box maker. Stockman

To: Tim Bagwell who wrote (10401)	12/7/1997 9:22:00 AM
From: Captain Jack	Respond to of 97611

Tim,, I agree with your statement it may take some time to get out,,, but still relativly a short time. When DELL does the big drop it may take a lot longer to come back. I only trade 1 box maker at a time and keep CPQ as a core. Unlike some others I am happy with the splits and do not wish to miss any on CPQ or any other issue. I have done DELL in the past but just day trading- both long and short. HWP may put you on hold for awhile but will be hard pressed to hurt bad if the decision is made not to wait out a recovery. Plus--- I like the history. JOHN