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

To: S.C. Barnard who wrote (20273)	3/7/1998 1:33:00 PM
From: Mike Gordon	Respond to of 97611

When you pull out a two year chart on CPQ, it reflects the typical up/down swings associated with any dynamic and growing enterprise. We need to do a better job in defining those swings. Based on your posts over the last three months, it's obvious that you're doing your homework. I'm hoping that CPQ intentionally overstated their problems. It looks like they wanted to take advantage of the INTC announcement. If the overstatement is true, I think 1st quarter results will come in better than anticipated giving CPQ management a bit more breathing room for 2nd quarter. Some of these issues will be included in the integration of DEC. Good management will identify their strategy and forecast results. I will sell uncovered calls and covered calls once the stock is put to me. I should be out of this mess in three months, with luck. Mike Gordon