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

To: E.H.F. who wrote (21747)	3/14/1998 8:31:00 AM
From: Jason W. France	Read Replies (2) \| Respond to of 97611

hpeace or steve or whoever you are you posted to me asking me to "delete within the 15 minute edit window" my previous post to you. You stated that you feared that you would be fired from your job for posting on the CPQ or Dell thread. (I am still new posting and don't understand all that edit window stuff and apologize to EHF for sending this to him but I still don't know how to post a message to a person) but... Mintues before you sent me the above mentioned post you sent me another message boasting about the "quarter of a million dollars" you made trading "7000" shares of Dell. It is odd steve that a person that claims to net such big money on just one of their trades is SOOOOOOO concerned about losing their job. I am hear to share ideas with knowledgable people, steve, and really don;t care about your alleged wealth or your employment status So... I WILL REPEAT ONE MORE TIME HPEACE OR STEVE OR WHOEVER YOU ARE. YOU ARE A WEIRD AND DERRANGED PERSON AND I DO NOT WISH TO HAVE YOU POST TO ME PUBLICALLY OR PRIVATELY SO PLEASE CEASE AND DESIST. I would like to spend my time sharing ideas with smart people not wading through your pshcyobabble B.S. thanks

To: E.H.F. who wrote (21747)	3/14/1998 8:48:00 AM
From: Jason W. France	Read Replies (1) \| Respond to of 97611

EHF, good comments, but please consider the following 1) Earl Mason is the man that factored his recievables (public info) at the end of Q3 to boost is ROIC to compare more favorably with Dell. Even though Dell's ROIC was still 3-4X CPQs. HE got called on the carpet by several analysts and he and CPQ lost TONS of credibility with the analysts over that little shenangian. In my honest opinion Ear Mason is a real goof, and costs all CPQ shareholders lots of value. So if you resting your financial futures on Mr. Mason, you might want to poll some leading PC analysts and check his credibilty, because it is at an all time low. 2) I agree with you that CPQ will sell pieces of DEC they do not want. But let me ask you this, once that is done, which pieces will they keep and speicifically how will that piece(s) add to shareholder value??? please advise 3) As far as "coming out looking like IBM" Are you suggesting that is a good thing. just for fun compare the 5 year revenue growth of vertically integrated IBM-type companies IBM/DEC/HP/UNISYS/TANDEM with horizontally integrated companies CSCO/INCT/DELL/OLD CPQ/MSFT I think you will see that the IBM-type model is not anything you wany your money invested in replicating. If I were a CPQ shareholder I would wnat them in the CSCO list not the IBM list. Which list are they in? And if you state that looking like IBM is good thing (I will continue to debate you on this until you cry uncle) but if you convince me that is a good thing, then why not just by IBM and get the real thing with no execution/merger risk of CPQ. either way CPQ is not the right investment. thoughts????? Jason