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

To: feargreed who wrote (21708)	3/13/1998 6:29:00 PM
From: marvin litman	Read Replies (3) \| Respond to of 97611

BRAVO, I could not have set it better. I am a large holder of SUNW. When CPQ went to 30 I told my broker I would buy if it went to 25. He said g-d forbid it will go that low. Well it did and I bought. Could be the buy of a lifetime at 25. If it sells off a little more I'll buy more.

To: feargreed who wrote (21708)	3/13/1998 6:49:00 PM
From: Michael L. Williamson	Read Replies (1) \| Respond to of 97611

Is Compaq in a buying mood? What about Platinum Technology any notions if they will be next???

To: feargreed who wrote (21708)	3/13/1998 6:50:00 PM
From: Diamond Jim	Respond to of 97611

What are you on ? jim

To: feargreed who wrote (21708)	3/13/1998 6:58:00 PM
From: Loki	Respond to of 97611

feargreed... WELCOME TO THE CPQ THREAD! "feargreed"......I've heard that before.....hmm... I hope you realize that your "Thread Birthday" is FRIDAY THE 13th. <ggg> I believe your second to last sentence, not to be your opinion, but that what you feel has been stated by some people on this thread. (use "" to indicate) Please, do not paint everyone with the same brush. Some people might even share some of your views, although they might choose different ways of expressing themselves. You have certainly made your entrance...so...Welcome! Loki

To: feargreed who wrote (21708)	3/13/1998 7:20:00 PM
From: Mohan Marette	Respond to of 97611

Hey don't look at me, don't recall saying any of these stuff you enumerate. However I do believe DELL will the one to beat when it comes to the following:- 1.Shareholder value. 2.Growth,sequential or YOY. 3.Return on invested capital. 4.Flawless execution. 5.Cost advantage. etc etc etc.... That doesn't mean Compaq is a 'light weight' or anything like that,and that is with DEC or without DEC.Good company,good long term prospects good products,'smooth' management etc etc, so there you happy now.

To: feargreed who wrote (21708)	3/13/1998 9:29:00 PM
From: Jason W. France	Read Replies (3) \| Respond to of 97611

Feargreed, you are obviously very emotional about this stock, and seem very angry at Dell. Did Dell do something to you when you were a young child to warrant this hostility Now that you have vented some of your anger, let me ask you three very simple questions 1) What is CPQ going to do with the 300,000 MMX units they have stuck in the channel that corp america does not want? 2) What are they going to do to avoid this from happening again? 3) Now that "that cheap conveyor belt" company called Dell is the number 2 supplier of servers to corp america, what is CPQ going to do to defend their high margin server business. They have built their financial model on these high margins. Just for fun let's say Dell continues to grow in the server space at only 75% of their current rate. Apply the resulting server CPQ market share to CPQs proforma income and you will have one of the reasons the stock is trading at 25. (add inventory problems, and DEC deal to the list and you will have fairly complete list of reasons) I anxiusly await to hear your answer to these questions. And if yo can answer please also call Eckhard ASAP, cause he is tossing and turning and his bed trying to come up with the answers to these and many other tought questions Jason

To: feargreed who wrote (21708)	3/14/1998 12:06:00 AM
From: posthumousone	Respond to of 97611

well i am learning to be an investor and like to look for a good price to inititiate a position......CPQ will be fine, however short term things look rocky, so i will be patient and wait... i dont think any "investor" thinks any 1 stock is going to be their "ticket" an awful lot of things can happen waiting for 1st quarter 99 6000 shares are alot, but it certainly doesnt seem like yoru sleeping with "cheer" in your stomach or you wouldnt be writing such an angry post. im sure you have plenty to buy more shares if it dips below 25....load up with another 6000 shares dont know who ever said computers are going away i think the merger is great....but it is not encouraging to hear store employees bashing CPQ.....what a pain it is with all the returns, difficult to upgrade.......as bad a Packard Bell/NEC used to be