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

To: John Koligman who wrote (15514)1/28/1998 8:08:00 PM
From: S.C. Barnard  Respond to of 97611
 
Well understood since 9/97. No problem at all, John.

Scott



To: John Koligman who wrote (15514)1/28/1998 8:20:00 PM
From: StockMan  Read Replies (1) | Respond to of 97611
 
Johnny,
Re -- Back in 1993 IBM's employees were pretty demoralized, and I'm sure Stockman would have said the end is near.

The picture you are painting is very different. IBM was not bought by an "upstart" pc company. Just goes to show your reasoning abilities. You should have stuck to fixing those MVS bugs, really!!

Besides IBM had and still has some real value. DEC's only value now is its people. The Alpha is dead. DEC was at IBM's stage 4 years ago.

Stockman



To: John Koligman who wrote (15514)1/28/1998 8:23:00 PM
From: Maxer  Read Replies (2) | Respond to of 97611
 
Thanks for the encouraging words, John.

By this time we all know who the doubters are on this thread, and give them appropriate weight.

That said, it's important to look clearly and unemotionally at CPQ . I believe that it is a better buy today (considering the digital purchase) than it has been for the last six months. I believe we'll see some big moves in the next year.


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