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

To: Elwood P. Dowd who wrote (19082)	3/3/1998 7:44:00 PM
From: robbie	Read Replies (1) \| Respond to of 97611

<<"Earl Mason said an industry price war" is good enough for me, even though it wasn't surrounded with quotation marks. You are grasping at straws. Really doesn't matter who said it anyway, what matters is does a price war exist. According to this article/interview one does.>> Stephen, good enough for you? You're kidding me. It's not good enough for me. Don't you see articles where the wording is inaccurate and/or twisted like every day? Ever heard of "spin?" I wouldn't even believe the author spoke to Mason unless I heard it myself. Why would Mason tell some "reporter" there was a price war over the phone when he told the ML conference that competition was a little tougher than he thought? Maybe this guy's his best buddy or something? Furthermore, even if Mason did use the term as you're "assuming" he did, the sentence also says there's been a price war going on all along, that it had only expanded to the corporate market. It's clear to me Mason didn't use the term. Robbie

To: Elwood P. Dowd who wrote (19082)	3/3/1998 7:45:00 PM
From: zalesky	Read Replies (1) \| Respond to of 97611

TO ALL: I wish Earl Mason would just keep his BIG MOUTH SHUT!!! His remarks have cost us a BUNDLE!!! I called the company today and begged them to put out a positive statement concerning upcoming earnings. Shareholder value??? My butt!! This stock hasn't learned anything but how to go down since October(except for the brief spike upward after the split recently)!! Of course, no statement was made to help us out. Why couldn't Mason have just waited and let March run its course, and if the numbers weren't there then just pre-announce LATER THIS MONTH??? Hopefully we'll be back on track by the Ides of March. LETS TRY...TRY...TRY TO MAKE SOME $$$!!!!!

To: Elwood P. Dowd who wrote (19082)	3/3/1998 7:54:00 PM
From: Keith Howells	Read Replies (3) \| Respond to of 97611

Stephen and all, I called the PC Connection today and talked to one of the young ladies at the education order desk. She said that in the near future, the PC Connection would receive a shipment of CPQ computers that would go on sale for $499.00. I didn't have time to talk to her at length, so I don't know if this machine will be sold only to education institutions or educators or if this is a one time deal only. I also have no details on the particulars of the computer. But I wonder if anyone else out there has heard about this. If this is true, I have to ask myself what impact this will have on margins and whether this is another shot in the war Mason refers to. My concern about a war is that even if you win, you still can get very bloody. I was caught in the crossfire when the disk drive makers when to war. I would prefer to stay out of one. That industry has never recovered. I am beginning to see disturbing similarities. -Keith-