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

To: Roads End who wrote (18074)	2/25/1998 11:29:00 PM
From: DWW II	Read Replies (1) \| Respond to of 97611

Riechers, I think what you are telling me is that,... if the shit hits the fan Mike might get some on him. CPQ has a line-up of executives that would put anyone in awe. The chess game (positioning) you allude to is the DEC move. Lets go client/server with NT..... with the help of 20,000 DEC professional tech sales people. My god, do you understand the implications of that? If MSFT gets NT positioned as the IT standard that they are shooting for, CPQ will have this business wrapped up. Signed, sealed & delivered. Total enterprise management and network integration. Think about the power of that. Think of the dollar movement of CPQ in the last few days this way; If you are a trader, you are frustrated. I can understand that. I loaded up on CPQ before the DELL announcement, and felt like a fool when I realized that what I was betting on was a good report from DELL. I am a dumb shit. I should have put the $ on DELL. I was waiting for movement on CPQ in sympathy with DELL. Why not step up to the plate and buy DELL. Dumb Ass. But, also, recognize that CPQ has been the most heavily traded stock on the market for the last three weeks. Why is that, and what does that have to do with the price of beer in Hong Kong? Well, the reason it has so much volume is because after the split they have some ??? billion shares outstanding. That is billion with a B. You can't move that price until a lot of "long term hold" people fill up on that stock, and they will. The one dollar up or down is just like 2 dollars pre-split. The move from $30 to $35 is a 16% up move. That is like $10 dollars pre-split. Give it some time. I also think it will go to around $40 if this market keeps going up. At some point the investor community will stop with DELL, LU, MSFT & INTC. CPQ will be a good move then. If it goes up, I think it will also come down in the future. DWW II