Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: EVA who wrote (20697)	3/8/1998 2:58:00 PM
From: Sasha	Respond to of 97611

EVA: RE: <CPQ WILL NOT DROP MORE THAN 10% TOMORROW ACCORDING TO SOME ANALYSTS> You say 10%? Of what price? Closing or afterhours? If closing $27.625 -10% =24.95, But we're already @ $24.1/2 in afterhours! Any more specifics.

To: EVA who wrote (20697)	3/8/1998 3:04:00 PM
From: ed	Read Replies (2) \| Respond to of 97611

This 10% drop has already reflected on Friday's after hour trading. So after Monday's close, you may see some rise comparing to Friday's closing price of the regular trading session. If CPQ closed at $26 on Monday, that means a 30% drop because of this uncertainty of Channel stuffing. Now the picture is more clear. DEC merger on track, which open the door for CPQ to the more profitable enterprise market.Without this merger, it will take more than three years for CPQ to build the customer base which DEC will bring in. CPQ will continue expand to take the market shares. More diversifications of CPQ's business strategy. Will speed up the BTO business model .

To: EVA who wrote (20697)	3/8/1998 3:05:00 PM
From: Hector	Read Replies (2) \| Respond to of 97611

Eva, What makes you think those analysts know anything more than all those who predicted CPQ would earn .35? I would look at the first rebound tomorrow and then the retest of the first low. If it rebounds and then goes below the first low of the day, below 20 should not be ruled out. The selling should start to feed upon itself. There were alot of people buying CPQ on Friday, thinking the worst was over. They're already underwater and may just decide to do the smart thing, get out, and wait till the dust settles. CPQ is a fine company and long term will do just fine. In the short term, below 20 is a real possibility. BTW, DELL is next. The same analysts who missed CPQ have their heads in the sand re: DELL. PC sales is a commodity business and it's slowing down in the near term. I would wait till the end of this year to get back into these stocks at much lower prices. Dave

To: EVA who wrote (20697)	3/8/1998 3:29:00 PM
From: Bald Man from Mars	Respond to of 97611

<<CPQ WILL NOT DROP MORE THAN 10% TOMORROW ACCORDING TO SOME ANALYSTS>> Actually, it will be better if it has a big drop tomorrow, to remove all the stocks from the weak hand, they will be shaken out by a deep drop, by not dropping a lot, the MM makes you believe that CPQ doesn't have a serious problem, so you get in, and you know what, you are going to get trapped ...

To: EVA who wrote (20697)	3/8/1998 4:28:00 PM
From: peacelover	Read Replies (2) \| Respond to of 97611

EVA, Thanks for your words of sanity and encouragement. One quarter problem and all this doom and gloom and falks going after each other. Have peace all of you. My goodness, because so many shorts are lining up against these baby, the biggies might do the no on them like they are doing with AOL. Remember AOL. If they can inflate that sucker, they wouldn't hesitate on this one. At least, CPQ has a lot of fundamentals in the long term to justify their actions. peacelover