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

To: Richie who wrote (14312)	1/21/1998 10:05:00 AM
From: Tmanquinn	Respond to of 97611

How did the CNBC interview go with Mason???? Anyone see it?

To: Richie who wrote (14312)	1/21/1998 10:07:00 AM
From: John Koligman	Read Replies (1) \| Respond to of 97611

I don't watch CNBC much anymore, but tuned in to the Mason interview. One of the reasons I bought this stock and put some relatives in it is the play on enterprise computing. Mason reiterated Compaq's emphasis on the enterprise, and said they are aiming for 50% of their sales to come from the enterprise space by Y2K. That should continue to help the margin side of the story, and also the continual comments about 'a commodity box maker'. Stock is doing okay so far today. Good luck everyone! John PS - They are also up to 6.8 billion in cash and securities, once again, not bad for a so called 'commodity box maker'....