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

To: llam who wrote (19483)	3/5/1998 1:15:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

LL...As I said earlier, IMHO Earl Mason left the door open for a warning when he said that Feb's numbers weren't in yet. CPQ has been blamed with cancelling orders with INTC, but tonite is the first that I've heard of Dell "pushing back" orders. I think that the culprit will soon emerge as the analysts turn up the heat to determine which OEM's, as alleged by INTC, caused the warning/shortfall. Stephen

To: llam who wrote (19483)	3/5/1998 1:33:00 AM
From: Eric G. Erpenbeck	Read Replies (1) \| Respond to of 97611

I don't understand what is going on? There must be some real short term viewpoints on CPQ... Here is a company that will have 89 billion dollars in revenue and it stock price is under $30 a share.. HELLO!!! Yet we have companies like AOL that sell at $113 a share.... Long term this one is going to move and when it does it will move big.. I guess investors are worried CPQ can't iron out all the bugs upon the recent acquisition of DE. Believe me in 12 months this stock won't be anywhere near this bargain price... JMHO. I also like CPQ over Dell. I think CPQ has much more market exposure to the average American and I think the fact they have concentrated on the low price computer in which is plenty adequete for the average American . I think this gives CPQ and edge over Dell. I LOVE THIS ONE LONG TERM and I will be surprised if this trend continues to much longer.