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

To: Fli-by who wrote (18134)	2/26/1998 9:38:00 AM
From: diablo	Respond to of 97611

smith barney downgraded

To: Fli-by who wrote (18134)	2/26/1998 9:41:00 AM
From: Jazz102	Read Replies (1) \| Respond to of 97611

Talk about overstuffed channels again and a cancelled order to Intel, though that may be due to change to AMD for some units.

To: Fli-by who wrote (18134)	2/26/1998 9:45:00 AM
From: Nick	Respond to of 97611

They also stated there might be some inventory problems with CPQ. Nick

To: Fli-by who wrote (18134)	2/26/1998 9:50:00 AM
From: Mohan Marette	Read Replies (4) \| Respond to of 97611

Yeah so these guys can get it on the cheap. Haven't you seen this done before, it is not like it is first time now is it? This is how these people make their money and oh yeah the trades this will generate won't hurt either,right?

To: Fli-by who wrote (18134)	2/26/1998 10:05:00 AM
From: Joe Antol	Read Replies (1) \| Respond to of 97611

Yeah Fli-by, I called my broker (Saloman Smith Barney), and point- blank asked him to paraphrase myself, "you guys low-ballin' this one so you can get in on the cheap and build inventory?". He answered me sheepishly, ... well..." I said, LOOK, you buy more at 31 hear me? Regards, Joe...<F*cking manipulators... sheesh> PS: Watch the "upgrade" after EP can talk on 3/6 and 3/15.

To: Fli-by who wrote (18134)	2/26/1998 11:11:00 AM
From: Gene Lee	Respond to of 97611

- "Anyone have any idea why they are knocking CPQ down today" So they can cover short and initiate long position. 1. The time to play the game is right This is the middle of two Qt reports. Right after the previous report, the sky is clear, this type smoke wouldn't work. Too close to the next Qt report, investor will remember what they just said, and they take the risk to count a positive report. Now is the middle of between two reports. By the time a positive Rpt coming out, most people already forgot the downgrade. So the time is right. 2. The nature of downgrade It is downgraded from outperform to neutral. To most investor, the word neutral is not clearly defined. The fact is the neutral has the same effect of "don't know" in terms of desicion making. Remember neutral is one of the answers of multiple choice when you have no idea about the question. How can you blame the analyst who is neutral on a stock? He is not wrong no matter which direction the stock is moving!!! you really can't blame someone for "don't know". This is a typical no-guilt downgrade. 3. The reason of downgrade Can the analyst convert the channel problem to a specific number of reduction of EPS for next Qt? No concrete number was given. So the downgrade is not based on number but what? There is no concrete fact to justify this downgrade. But they did it anyway! Why? So they/their follower can cover short and initiate long at better position. We, as most investor, will forget this downgrade and who did it, when a positive Qt rpt coming out, because we will be busy to ......