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

To: gc who wrote (20440)3/7/1998 7:08:00 PM
From: Andreas  Respond to of 97611
 
Well come on. Really! No I haven't heard anyone specifically talk about hitting the $50 billion number. But by the same token I didn't hear anyone say they wouldn't hit it. I'm still a long-term believer. And I still believe they will hit the $50 billion number as planned. For me the key issue is how long will it take them to get out of the stagnation they are now in. Despite being long-term I hate like hell seeing zero progress and then a spike upward - I prefer a steady climb up. I absolutely hate dead money for 12 -18 months. That is pure bull shit!! A long-term philosophy can not justify dead money for that length of time. Further more, dead money for record periods of time (as cpq seems to now be) raises serious questions as to whether or not past performance is likely to be repeated in the future.




To: gc who wrote (20440)3/7/1998 8:08:00 PM
From: vish ramamurthy  Read Replies (1) | Respond to of 97611
 
You could not be more right. I lost a little bit of money on CPQ
but made a lot of money on DELL. Compaq should stop talking
and start doing something about the problem. Lasy year, we could
see CPQ officials talking how things were going great and the 50 billion dollar company. This whole thing reminds me off COMS. Exactly
the same nonsense and see what happened to that stock. I faith
in a lot of companies has just vanished. The insiders sell big time
leaving the little guy in lurch. Too bad, we have to deal with these
bums.

Never again will I own CPQ.

ganesh



To: gc who wrote (20440)3/7/1998 9:05:00 PM
From: James R. Barrett  Read Replies (2) | Respond to of 97611
 
CPQ is a good company but the days of huge earnings growth in PCs is gone forever. Just like the DRAM makers. Lots of business but no fat profits. Remember when it cost a hundred bucks for a 2MB Simm module? Now CompUSA is selling 16MB for $29.

CPQ will be selling millions of PCs at very low profit margins.

It kind of reminds me of the color TV manufacturers back in the early 70's......there were dozens of them .......now, only a handful.

Jim


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