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

To: Obewon who wrote (17412)	2/14/1998 12:19:00 AM
From: KELLIS	Respond to of 97611

pathfinder.com here's the DELL story from fortune

To: Obewon who wrote (17412)	2/14/1998 6:10:00 AM
From: Weekapaug	Respond to of 97611

Obewon, Your comment about "level of risk" may be the real "reason" why CPQ is sitting hear? Another may be it needs to "consolidate for awhile" since it is a " very large corporation now." The payoff is long-term now (IMO), one of the new Blue Chips, is how I view CPQ. Even if it's45-50 next Dec, is that bad? Beats the banks 4-5 percent IMO. They basically did admit to "stuffing the last quarter with factoring." Even Eck said " it's gonna take awhile to incorporate DEC." Ken

To: Obewon who wrote (17412)	2/14/1998 11:19:00 AM
From: Spots	Read Replies (3) \| Respond to of 97611

>> gets 97%-98% of the cash NOW OB, was this a guess or do you know it? I'd be surprised at anything over 80%, myself. That number IS a guess, but it's based on things I've read in the past and the fact that these are short-term receivables. Actually 80% is pretty high--lower wouldn't surprise me too much. There is big risk here for the factor agent. I think your observation is good, but if CPQ's receivables are that certain, they'd probably just collect them. Your argument only makes sense to me if there is significant risk (more than 3% margin would buy). BWDIK? Regards