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

To: Charles Skeen who wrote (17314)	2/12/1998 12:49:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 97611

Sorry you won't get it here, I don't think. I'm ready for comments, but I am rather bored with those on this board who feel their favorite company can do no wrong and that Wall Street analysts must be stupid. I'm looking for constructive comments. What is with you DEC people and your condescending attitude anyway??

To: Charles Skeen who wrote (17314)	2/12/1998 1:02:00 PM
From: Big Lou	Respond to of 97611

See ya Charlie

To: Charles Skeen who wrote (17314)	2/12/1998 1:07:00 PM
From: Mohan Marette	Respond to of 97611

Hey Charlie, did you hear me, I said I am sorry,ok.

To: Charles Skeen who wrote (17314)	2/12/1998 1:10:00 PM
From: Roads End	Read Replies (2) \| Respond to of 97611

Charles...cash and accounts receivables are both part of the denominator. The net effect of changing A/R to cash is the amount of discount given. That amount is marginal since the discount would reduce the numerator (an expense to OM) by the same amount as the denominator.

To: Charles Skeen who wrote (17314)	2/12/1998 1:12:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Charlie...my comments stand. Stephen Message 3280784

To: Charles Skeen who wrote (17314)	2/12/1998 3:31:00 PM
From: edward miller	Respond to of 97611

I usually don't respond to these type of posts because I don't want you to rely on my opinion when it comes to your money. However, my take of the present situation is that once the DEC deal was announced we have seen: 1. Very heavy volume on CPQ. Many large blocks trading every day. Haven't you seen CPQ rocket up on high volume under other circumstances? I have. I strongly believe that institutional investors are the buyers here - and they want to buy at their price. They won't chase the stock. 2. The longterm technical picture indicates to me that CPQ has consolidated for months and has held above a multi-year trend line. My opinion is that technically CPQ is ready for a big move in the next few months. 3. Have you been following DELL? At some point I think that buyers will turn to CPQ because it is a better value. Another poster some time ago referred to this as the "Texas Two Step", as buyers rotate between these two Texas companies. Once DELL slows it's ascent and CPQ starts, the momentum players will drop DELL and jump all over CPQ. All of this is JMO, but if I had your DEC shares, I'd switch them to CPQ, especially since DEC has risen so much. I think the price is even too high compared to the buyout, but I'm not sure about that. But it's your money = your decision. Ed Miller

To: Charles Skeen who wrote (17314)	2/12/1998 7:22:00 PM
From: Harry Landsiedel	Respond to of 97611

Charles Skeen. Re: "I'm ready for comments, but I am rather bored with those on this board who feel their favorite company can do no wrong and that Wall Street analysts must be stupid. I'm looking for constructive comments. My first constructive comment is that if that is what you really want, then you should avoid gratuitous comments that proceeded your request. Otherwise you will get just what you bargained for. Re: "Wall Street analysts must be stupid." I have learned that Wall St. analysts frequently have a hidden agenda. Now how about the CPQ article. Well, for one thing, this fellow got his name in the Wall St. Journal. Not bad. Would he have got if he put in a "recommmend buy". No, he has to make waves. Second, did he tell all or just part of the story. He indicated that CPQ will have a PROBLEM and implied that their actions will put them at a disadvantage to Dell. If he told the WHOLE story he would have reminded the reader that CPQ's margins are HIGHER than Dell's. So I don't pay much attention to articles like that, which to my mind have a hidden agenda. It seemed to me he was trying to talk the price down so his customers could buy in 'cause they missed the first rise. Regarding selling your Digital. It's your money, so I would research it very carefully and not base your decision on just one article. JMHO. HL

To: Charles Skeen who wrote (17314)	2/12/1998 8:43:00 PM
From: K. M. Strickler	Read Replies (1) \| Respond to of 97611

Charlie, Read your post, and was going to read all of them before I posted this, but I just couldn't wait! Now, I don't claim to know all about the 'cash flow', ROIC or all the rest of that stuff, and maybe I shouldn't 'spout' off, but here goes! ( Enjoy! ) CPQ - manufactures 'fine' x86 desktop computer systems! DEC - manufactures 'fine' mini computers! TanDem - manufactures 'fine' "non-stop" ( mirrored ) systems! To me, the combining of these 3 technologies under one 'control' ( assuming the control is properly directed! ) makes a lot of sense. It seems to me, that as computers 'invade' our lives more and more, a system that 'does not' fail ( tandem ) is going to be in high demand. While I was working at GTE, we had Tandem Non-Stop II computers, and to my knowledge, there was never a failure, although I was there when the technicians were working on a 'failed' component in the system, it was transparent to the customer! (GTE) We were also using DEC computers, and while they were occasionally in trouble, we were running them 24x7's and there was really no preventative maintenance allowed. The only problems were really 'cooling' fans ( they had extras ) failed - and the extras kept it cool enough to keep it running, and the failure of the removable disk - disk drives. These were of the older type, and gradually upgraded to larger capacity drives. All in all, a good, fast mini-computer. As for the CPQ, they are making their mark in the desktop arena, and offer a good value for the dollar! So for the 'long' pull, I think that CPQ offers a fine value. Whether or not the management can utilize the conglomerate remains to be seen. I did sell some MSFT and buy some CPQ, so I am putting my $ where my thoughts are! Any Ideas, thread? Ken