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

To: ed who wrote (16028)	2/1/1998 8:26:00 PM
From: soozathelooza	Read Replies (2) \| Respond to of 97611

ed... you seem to have a solid grasp of CPQ and future direction. from the limited research i've done, it seems to be a lt-buy at these levels. any input regarding stock price short term or long ? paul.

To: ed who wrote (16028)	2/1/1998 11:35:00 PM
From: hpeace	Respond to of 97611

ed, vince is just a kid, he doesn't realize that people with real skills pick the compnay they work for.... so you are right, i would never have worked for commodore. Employeees with real skills can fire their company. it's a concept vince doesn't know about. I've fired two compnies in my career. when you see that they just aren't going to make it then you can leave.

To: ed who wrote (16028)	2/2/1998 12:03:00 AM
From: Tmanquinn	Read Replies (2) \| Respond to of 97611

Time to clear the smoke....phew some y'all are flying higher than kites. I like CPQ more for a value than growth, they are now firmly entrenched in business infrastructure worldwide. However, all this ranting and raving about CPQ benefiting from the boom of products with chips is foolhardiness. Which semi-manufacturer, of which their are several dozen viable ones in the U.S. alone needs Compaq to put a product on the shelf? Answer....NONE! There is worldwide overcapacity in manufacturing now and in the forseeable future. CPQ has its place, but the more it extends into consumer products the more it will get burned. I think Pfeiffer learned his lesson and switched from Media GX to AMD; and canceled its PC/TV product line. If your so knowledgeable, tell me why Compaq took those actions? Simple, couldn't compete successfully in those market niches.