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

To: Spots who wrote (22101)	3/16/1998 7:10:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 97611

'To be or not to be, that is the question.' [mohan enters -from stage right-] Spots: jeeez, if you insist,how can I refuse??<VBG> <Mohan, your cue, enter, stage right<gg>>

To: Spots who wrote (22101)	3/16/1998 8:32:00 PM
From: Mike Gordon	Read Replies (1) \| Respond to of 97611

<To get an accurate picture, you must think of CPQ in the full enterprise spectrum. Dell does not play there. HP and IBM do play there.> Spots, I guess the reason I don't comment on the 'full enterprise spectrum' is because we won't see their result until the full integration of DEC and their game plan. In the meantime, they're trying to bail themselves out of a channel stuffing situation (which might be somewhat misstated). In any case, they botched 1Q. Coupled with the DEC deal, they have allot on their plate and I have allot in their company. I'm thankful for the past, but very concerned about the future. Mike Gordon