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

To: Loki who wrote (21718)	3/13/1998 7:42:00 PM
From: Doug Larson	Read Replies (2) \| Respond to of 97611

I'm own shares in both Compaq and Ingram Micro (IM). I don't know if anybody follows them, but on a March 11 company press release it states: Memphis, Tenn. Ingram Micro (NYSE IM) today handed major computer manufacturers the ability ot build and deliver thousands of custom-configured PCs on a scale unlike any in the wholesale technology distribution channel. Today marked the grand opening of the first of five planned global megacenters for PC channel assembly and integration, with the ability to deliver product anywhere in the world in a matter of days. Ingram Micro's half-million-square foot Memphis facility, the cornerstone of its global Frameworks (TM) Total Integration Services channel assembly program can be expanded to produce up to two million custom-configured computer systems per year for companies like IBM, Compaq, and HP. With the flip of a switch on its assembly line, Ingram Micro has given brand names a way to provide resellers with the made-to-order systems customers are more frequently demanding. Ingram Micro can build and ship and approved order within three days. It also goes on to say that this is the first of five such facilities. Has Compaq said anything about this? I really think this is going to help Ingram's 1% margins but is there any comments on Compaq? Thanks.

To: Loki who wrote (21718)	3/16/1998 6:13:00 PM
From: Nick	Read Replies (1) \| Respond to of 97611

"What year did you invest in CPQ? At that time what is it that made you choose to invest in CPQ? How do feel things have changed? It would be interesting to know, for us "newer" CPQ investors." RE: Basically I bought 100 shares of CPQ @ $36, around January of 1995. I wanted a tech company to hold for the long term, and I found CPQ's 36.9% annual return to investors from 1986 to 96, very impressive. I loved the company back when I bought it, but especially am more excited about it now with it's recent acquisitions. Times are a changin' and CPQ is the only one of the box makers that is changing with it. Although short term this has caused us all some grief, long term it WILL pay off. When I bought it in 95, it hovered and dropped a bit for a couple of months, however, it then started it's upward trend. Now the 100 shares are 500 shares, and my average buying price is now around $7. And I'm not planning on selling this one anytime soon. The only reason I'm telling you all this is because, I think it will benefit us to hold firm and wait. Let this one sit, and play around and have fun with some other stocks. Leave this one alone. Good luck... Nick