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

To: Clayton who wrote (18009)	2/25/1998 12:04:00 PM
From: Elwood P. Dowd	Respond to of 97611

Clayton..There is, IMHO, no reason for CPQ to come roaring back next week. An analyst upgrade might help, but I still see the DEC deal as the ball and chain. I am a shareholder with a long-term horizon and feel that CPQ will reward handsomely, but not anytime soon. I see no reason for anyone to be in a big hurry about jumping in here to avoid any kind of a near-term rush, otherwise we would be seeing institutional buying and momentum players. They'll come, but after the uncertainty of the DEC deal is resolved. Based on today's decline(last I checked it was 34), looks like investors see an opportunity to get out, put their money to work elsewhere, and then have time to comeback to CPQ before a run-up, should they choose to do so. Not a bad idea if you are a nimble player. I prefer to stay with CPQ and complain. Stephen

To: Clayton who wrote (18009)	2/25/1998 12:24:00 PM
From: Jim McMannis	Respond to of 97611

Clayton, RE: Wall Street To a great extent what you say is true but I think is sufficient enough to say that Wall Street is CONFUSED by the DEC/CPQ merger and Wall Street shies away from confusion. Much simpler for them to understand DELL. Wall Street has clearly put CPQ on hold waiting for the DEC deal to become understandable. Since Analysts aren't particularly smart enough to sift through the deal they might have to wait to see sales and earnings. Jim

To: Clayton who wrote (18009)	2/25/1998 1:35:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

So Clayton, Do you think Pfeiffer made a conscious decision to take CPQ down the slower growth path because he could see no clear way to compete with the Dell's of the world? I have a hard time believing he would accept this type of stock performance for 'years'. My guess is that CPQ mgt will have a few aces up their sleeves to get the DEC deal moving ASAP. Guess we will see if we bought the wrong stock or not. Certainly this stock has been a dog in view of recent DOW and Dell performance. So far the score in points since October lows is approximately: Dell - 60 CPQ - 15 John

To: Clayton who wrote (18009)	2/25/1998 3:20:00 PM
From: Islander	Respond to of 97611

Unfortunately I largely agree. However, I have read 2 seperate trading services call CPQ an attractive near term (30 days) play in the past week. One called CPQ to be into the 40+ range. In spite of this, I am quite frustrated. I should have followed hpeace when he bought 7K of DELL in the mid 90s, although I did buy some DELL after earnings which have grown nicely. I think I may wait abit longer (10 days) to see if this anchor in by portfolio finally moves. Frankly, I'd take ~36 and move on at this point. Hanging tough, but only by my finger tips.