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

To: Adwiz who wrote (18868)	3/2/1998 11:18:00 PM
From: robbie	Respond to of 97611

Adwiz, have you heard the definition of a consultant? It's a guy who knows 1,000 ways to f***, but doesn't know any women. <gggggg> Robbie

To: Adwiz who wrote (18868)	3/2/1998 11:37:00 PM
From: Dulane U. Ponder	Respond to of 97611

Adwiz, I'll certainly second your 'THOSE WHO CAN'T, ETC. " Too many people out there with something to say who are afraid to take any risk. I guess that's why they are academics instead of investors or traders. dp

To: Adwiz who wrote (18868)	3/2/1998 11:40:00 PM
From: Loki	Respond to of 97611

Adwiz... The professor probably has a point.. I'm not exactly sure where it is. Many large successful companies acquire companies to grow their business. Market share, technology or eliminating competition, etc. are acquired. IMO - CPQ is a very profitable company that sees a window of opportunity to position itself for changing times in the future, by acquiring an undervalued company. Just think how much they would have to pay if DEC made money. IF (notice big IF) CPQ can successfully integrate DEC into its organization it will be a more solid company in the future. "Mr. Professor a question please".... "Long term (since that's when I will need this money), How does CPQ's upside potential and downside risk rate in comparison to other tech companies?" What is this Professor's track record? Loki Strategos = Makers of Stratego??? Who are some of their clients?

To: Adwiz who wrote (18868)	3/2/1998 11:44:00 PM
From: J. David	Respond to of 97611

I was concerned when I saw the WSJ article this morning but as I read I found that it didn't amount to much. Basically, the author writes in generalities and poses "what if" scenarios such as "what if Compaq's DEC acquisition signifies a retreat to safety." IMO the current weakness in Compaq's stock is primarily due to concern over the impact of the DEC acquisition. Until this uncertainty is removed many investors will simply take their money and invest it in better performing issues like Dell. Therefore, until Compaq presents its plan for integrating DEC I can't see the stock doing much on the upside. The DEC move wasn't made in haste as talks between the two companies were on-going for some time. As a result, I believe Compaq has a solid plan for integrating DEC and that the company's management knows a lot more about its business and its customer's needs than any commentator or analyst. Their track record speaks for itself.