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

To: ed who wrote (12139)	12/27/1997 4:37:00 AM
From: Kenneth R Miller	Read Replies (1) \| Respond to of 97611

Great Post Mr. Ed. I can't quite picture CPQ selling in the 20's after the split.. I'm hoping we'll see 60 in 1999. ESTIMATE REVISIONS: CPQ: COWEN & CO. has reiterated estimate for fiscal year ending 12/97 of $2.70 on 12/22/97 CPQ: COWEN & CO. has reiterated estimate for long term EPS growth of 25.00% per year on 12/22/97 CPQ: COWEN & CO. increased estimate for fiscal year ending 12/99 from $4.15 to $4.35 on 12/22/97 CPQ: COWEN & CO. reconfirms the recommendation as Strong Buy on 12/22/97 Looks like COWEN & CO. likes CPQ too... Have a nice week-end Best regards, Ken Miller

To: ed who wrote (12139)	12/27/1997 8:39:00 AM
From: TCGNJ	Read Replies (1) \| Respond to of 97611

Ed, Can you clarify why you think there is no Asia crisis, and that their economies are basically sound? Everything I read points to market protectionism in Asia, too much insider influence with governments, too many nonperforming loans with major banks (the highest percentage anywhere), and the fact that some major Asian companies are now dumping products below cost in the West. How are these economies fundamentally sound? Thanks. TCG

To: ed who wrote (12139)	12/27/1997 9:43:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 97611

Ed: I don't know what the stock price of CPQ will be Monday or in a few months or years from now, but your arguments about the Asian crisis seems too simplistic. <Once enough capitals flow into the Asian market to bridge the gap, the what so called crisis is over. We already heard that the G7 and IMF will fill additional money to the Korean industry, and Taiwan is to offer a loan of 10 Billion to Korea to help them to pass the current crisis, and once the money is there, we can officially announce the crisis is over,.....> etc etc. All these money from IMF,Japan,Taiwan,U.S etc that your speak of are LOANS and not charitable contributions,and this money for one thing will have to be repaid. There are fundamental problems in these economies which will have to be addressed and resolved quickly in order for these countries to regain their past glory. If they think for a minitue they can export their way into prosperity,I say this 'thinking' is flawed. Some of the things these countries need to do are:- 1.Implement strong and transparent banking regulations. 2.Develop a strong and healthy domestic market along with a strong export market. 3.Formulate viable and tangible monetary & fiscal policies. 4.Eliminate corruption by introducing strong deterrents. 5.Promote true democracy (unlike Indonesia,singapore,Taiwan,Korea, Malaysia etc.) 6.Adopt real capitalism by eliminating restrictive trade policies. I can go on, but you get the idea, don't you?

To: ed who wrote (12139)	12/27/1997 1:57:00 PM
From: Amy Feller	Respond to of 97611

>>For Japan, the current situation just like what happened in US in early 1980, the saving and loan crisis. Now the Japanese government just announced it will offer 100 billion USD to help the corperations to resolve the bad loan problem, and once the money is there, the crisis in Japan is over, and things be back to normal.<< Ed.. ya think the japanese gov't will then do the same thing as the US gov't did and reneg on it's goodwill promise? Nevermind, it's a retorical question :) Amy

To: ed who wrote (12139)	12/28/1997 1:46:00 AM
From: Dwight E. Karlsen	Read Replies (1) \| Respond to of 97611

ed, re He just keep putting frighten comments on the thread like " CPQ will go to $42", " CPQ will go to $30", "CPQ will file Chapter 11" on the thread, and never have anything to back up the statement !!!!!! ed, does CPQ filing chapter 11 scare you? It seems like from your statement that CPQ stock crashing and Compaq filing chapter 11 is a bad thing. Why then, are you so sanguine about Asia? Have we not seen massive currency declines throughout Asia, significant stock market declines this year (HK: -25% ytd), bank runs in Korea, company after company declaring themselves insolvent throughout Asia, etc? With your view of Asia, CPQ "going to $30", "filing Chapter 11", etc., would be just a "so-called crisis", with the only problem being a "lack of dollars", hmmmm? You know what worries me the most ed? What worries me is if things in Asia will be going "back to normal". In other words, more bad loans, more reckless business ventures, more nepotism, more over-built production, etc. Most have hoped that Japan's economy would bounce right back, but so far in 1997 we see that it has not. Why are you so sure that Asia will bounce back quickly? It's not, as you say, just "a lack of dollars". Japan has huge dollar currency reserves, and that has not helped them. DK