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

To: Dulane U. Ponder who wrote (21441)	3/11/1998 4:32:00 PM
From: Tom Guinther	Respond to of 97611

Satyr you have good comments about the market as do many others on this thread. From my personal point of view if I had a significant amount of money in CPQ (say $100K) then I would have done continous due diligence after Q4 97. Obviously finding a alternate places to put ones money is a constant task regardless of whether you are an investor or a trader. A good example of early warning that everyone had access to was the Feb 12 issue of Barrons (RoundTable 3) in which Art Samberg, well known and respected for his tech sector opinion said that CPQ had a short term problem directly related to channel stuffing and it was going to be negative for Q198. He also mentioned other problems plaguing the CPQ/IBM/HP/DELL connection such as the sub-$1000 PC's and the eroding margins. BTW, He said none of this would hurt DELL in the short term. As a CPQ investor I don't have enough at stake to worry about the short term loss or gain. If I did, something like that would get me moving, even if it meant sitting on the cash for a while. TomG