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: g_m10 who wrote (11725)	12/18/1997 6:49:00 PM
From: FR1	Read Replies (2) \| Respond to of 97611

>My doubts are about the direction of the whole computer sector. CPQ stock can't grow alone. ...Lately, I started thinking that the computer sector is going nowhere for awhile until ..... we switched to digital TV, ASDL or cable modems replace existing modems,< This is all going on right now and we will not have to wait until 2000. Businesses like ATHM are offering blazing internet speed for $30 - $40/month. Also, DELL gives a great run down of the level of saturation in USA and there is plenty yet to be sold to. Europe is just opening up, in their eyes, and a great market for expansion (CPQ is way ahead of DELL there). In general, most of the world market has not even been approached yet and box prices are going down so the market can be made. I think there is lots of strong growth ahead. I note Merrill Lynch says they think CPQ will make 100 in a year's time.

To: g_m10 who wrote (11725)	12/18/1997 7:19:00 PM
From: hpeace	Read Replies (2) \| Respond to of 97611

boris, the split vote that could have blocked it was dec 12th. the rapid move to yr 2000 problems have Info tech moving to retool all their pc's. It's not that older pc's all have a y2k prob. but they are moving to re-engineered relational databases and systems in all sectors. Some of these re-eng solutions are net pcs. buying will not stop. 15% growth for 1998 is a massive amt of pcs for the top 4. we just need 1 q reports to rocket pc sector asdl will have nothing to do with what businesses have to do and retooling pcs. we'll buy for other reasons and asdl will happen when it happens. the pc prices are dropping fast on home front so retail will do well too. go read the nopvember and december posts on cpq thread... same thing..the bears and those who now nothing posting that we are tanking in 1998 and me saying we aren't tanking and outlining reasons..... who course those who said we were tanking said " we are tanking becasue we are tanking"