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

To: RANDY DAVIS who wrote (19607)	3/5/1998 2:01:00 PM
From: Mike Gordon	Respond to of 97611

Someone has a hell of a big truck. 500K shares at 27.25. Mike Gordon

To: RANDY DAVIS who wrote (19607)	3/5/1998 2:03:00 PM
From: Andreas	Respond to of 97611

You're close enough to the bottom that it doesn't really matter. Why try screwing around waiting for another point which may or may not happen if you're willing to hold this stock for 6 - 12 months in any event. If it were my call I'd go for it.

To: RANDY DAVIS who wrote (19607)	3/5/1998 2:03:00 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

Randy - People on this thread have been saying back up the truck every day for a week now, and everyone who loaded the truck over the past week is now losing money. Maybe 25, I don't know... John

To: RANDY DAVIS who wrote (19607)	3/5/1998 2:46:00 PM
From: Eddie Kim	Read Replies (1) \| Respond to of 97611

Randy, As Roger McNamee, the Peter Lynch of high-tech, has said one almost never buys at the bottom. It is the smart investor who sees value and buys before the general market see it, because if you wait you might just miss the ride since techs can rocket straight up. This is McNamee's opinion, and I think it currently applies to CPQ. Sure, CPQ might go down another of couple of points, but its hard to find the bottom. If you think CPQ is a good value...BUY. Just look what Stan Standridge wrote in March of 1996 (the first post of this thread), and one might begin to realize that these short term blips mean nothing in the long run. -Eddie