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

To: Roger Louis who wrote (20089)	3/6/1998 7:33:00 PM
From: Jimbo	Read Replies (1) \| Respond to of 97611

EP is really screwing this thing up ! I thought he was a better business man than that ! I too, hope DEC doesn't pre-announce ! We are in for it if so ! We really need some good news out of the DEC acquisition !

To: Roger Louis who wrote (20089)	3/6/1998 8:11:00 PM
From: Jack T. Pearson	Read Replies (1) \| Respond to of 97611

"CPQ is going to start a P/C price war this summer or earlier. If I had to pick a winner...Hmmmm, I'd put my money on CPQ. In fact I have!" I hope you are wrong about CPQ starting a price war. They expect to break even this quarter (that is $0.00 per share). Please explain how they win if they start a price war. Of course, they must lower prices to reduce their inventory which, in the PC business, rapidly loses value. Which, incidentally, is why they are in trouble. I think it is going to take Compaq 6 months to a year to get their act together. Having to swallow DEC at the same time won't help. IMHO, when Compaq shows they can reduce inventory without reducing prices, then it's time to buy CPQ.