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

To: Elwood P. Dowd who wrote (17969)	2/24/1998 11:15:00 AM
From: williet	Read Replies (1) \| Respond to of 97611

The day is not over, however, it looks bleak for even 36 as you so eloquently stated. The shorts on this are the best indication of the counter trend. EP and Palmer can not talk however, actions speak louder than words sometime. I talked with a former VP of CONTROL DATA that was picked up by DEC, he said the mentality of Control Data, DEC and IBM are all the same. CPQ is another world to these DEC guys and quite frankly the culture change may be enough to lighten the load without an axe falling. The Y2K future is not with UNIX but with NT and EP and CPQ have correctly seen this an are adapting to this inevitable change. Of course, so has Andy Grove and Bill Gates. The loser in this impending change will be Gerstner of IBM. He has done a great job of bringing the pin stripes of the past into the polo of today, but tommorrow is the dawning of the Tommy Hilfiger's and Gerstner can not afford to change that radically and maintain a caliber of quality at IBM. EP is swift and decisive and goes with flow as does AGrove and BGates. These guys are the survivors. IMHO williet