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

To: peacelover who wrote (19406)	3/4/1998 9:52:00 PM
From: tonyt	Read Replies (1) \| Respond to of 97611

> What is all this panic about? For God's sake, this is just one quarter.. And what hope is there for a 'rebound' in Q2 earnings? ...and I thought that the analysts were busy with CPQ downgrades.... > How many times do we witness situations like this and yet time > and again we fall for the same panic bull s**t. How many times will 'we' fall for the 'buy on all dips' bull? Sooner or later the cry of 'buy on the dips' will turn into 'sell on the blips' --Tony

To: peacelover who wrote (19406)	3/4/1998 10:56:00 PM
From: Eddie Kim	Read Replies (1) \| Respond to of 97611

With all the market value I have lost this past week with CPQ, I could have personally unstuffed that channel if given back the money. Regardless, tomorrow people will panic and sell, yet 3-4 months from now people will realize it was one of those buying opportunities that appear two to three times a year. It's hard to imagine CPQ dropping much lower than what it is currently at given that this lower than than the Asia scare we had last Fall. If it drops substantially, I will buy more. -Eddie

To: peacelover who wrote (19406)	3/5/1998 1:26:00 AM
From: zurdo	Read Replies (1) \| Respond to of 97611

Peacelover, I totally agree with you. There is too much doom and gloom dominating the thread. For those of us that are in for the long run, we don't want to let the "sky is falling" crowd to affect us. Many of these doom mongers are probably short sellers. Don't forget that the so-called "quiet period" which prohibits CPQ management from discussing their strategy vis a vis the CPQ-DEC merger will expire in a few days, and Pfieffer undoubtedly can do a lot better than Mason's rather mealy mouthed report on the earnings picture. Moreover, there have been some uplifting reports addressing CPQ's advances which are challenging IBM. Even if we get banged around a little bit, we should look beyond this near term turmoil.