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

To: gc who wrote (20358)	3/7/1998 4:04:00 PM
From: WeisbrichA	Respond to of 97611

qc, Talks started nearly two years ago. DEC finally saw the writing in Jan 98. Tandem was probably a buy after the first DEC turn down. RW

To: gc who wrote (20358)	3/7/1998 4:14:00 PM
From: peacelover	Respond to of 97611

gc, With all due respect, I completely disagree. One bad news and we are putting spins into everything CPQ's management is doing. I believe the DEC acquisition will give them the service leverage that CPQ needed. Saying they bought DEC to cover up for one bad quarter? come on! peacelover

To: gc who wrote (20358)	3/7/1998 5:33:00 PM
From: Tony Wang	Read Replies (1) \| Respond to of 97611

CPQ has been developing their networking business for the last 2 years. This is just an evolution of a successful company. In 1995 DEC was bigger than CPQ, but now is being bought buy them. Listen, despite their warning on Friday, no company can assure stockholders of sequentially rising earnings. No company in fact can assure a positive quarter, since no one knows the future. If you look at CPQ's charts of earnings, assets, debt ratio, market capitalization you will see that this is a firm that is well run and has its own game plan. Dell is Dell, another great success story.The US is the only country that gives so much credence to quarterly performance that sometimes the longterm is sacrificed. And investors who buy and sell on quarterly earnings reports will just get chewed up.