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

To: Bong Lewis who wrote (20196)	3/7/1998 12:31:00 AM
From: StockMan	Respond to of 97611

Looks like CPQ will be the 3 rd BIGGEST company by year end. 1 billion less revenue this Q, and cautionary outlook next Q. Stockman

To: Bong Lewis who wrote (20196)	3/7/1998 12:45:00 AM
From: Steve Clark	Read Replies (1) \| Respond to of 97611

Ah -- alas, a voice of reason. --increasing market penetration beyond 40% will take sub $1000 machines. The marginals will be squeezed. IS Managers -- yes, you can use 200+ machines esp. in education/govt settings. The employees can wait a nanosecond for their daily dose of Dilbert. John Q public will need to feel and try a machine before they buy. Go to the mall tomorrow and watch all the Dell machines rolling out of Best Buy - NOT. What about service ?-- isnt that what the DEC acquisition is all about? What a radical notion -- investing in talent. I'm in at 27, pissed about after hours BS and settling back for the next 6 months to see this turned around. --SC