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

To: Andreas who wrote (22295)	3/17/1998 7:01:00 PM
From: Chris McConnel	Read Replies (1) \| Respond to of 97611

It's a different market then 1991. This is a market awash in money, with fund managers looking for anything of value to invest in. CPQ has a good brand name and if it goes down, managers will buy into it. 1 year to return to 30's or better, ya, probably. 3 years, no, I don't think so. - Chris

To: Andreas who wrote (22295)	3/17/1998 7:24:00 PM
From: Diamond Jim	Read Replies (2) \| Respond to of 97611

And the guys with the money say cpq is shit. And when they say it is shit - it is indeed shit!! Whether you like or not. You can bang your head against a wall but you're not going to change the opinion of the fund managers and analysts. They have decreed that cpq is garbage and to be shunned at all cost. Therefore it is so. When will the cpq stock price gods speak and say cpq should be worth more?? -- Sounds like doomsville to me. jim

To: Andreas who wrote (22295)	3/17/1998 8:22:00 PM
From: E.H.F.	Read Replies (1) \| Respond to of 97611

Andreas, it is with temerity that I'm responding because you do sound like you're pretty fed up with CPQ, and you also sound like you're tired of listening to all the BS here. I agree with you that we are probably not going to see any analysts start up the stock with a buy recommendation any time soon (DLJ was the only one)...they always seem to recommend buys after the stock has clearly entered an uptrend. In the long run, it'll be the company that drives the stock price. Now this is just my humble opinion, but Compaq's inventory problems/product mix caused this spate of bad news, yet at the same time they are right now in the process of fixing it. The stock may go lower, who knows how low, but eventually the market will turn and move in step with Compaq's future performance. In my experience it's always been like that and it always will be. They make good computers, and they are still very good at marketing them...I think that Compaq's bad news has run its course, and if the broader market brings it down some more, those broad market drops will be easy to make up once Compaq's strategy is made clear. Every drop past 28 (give or take) was due to some other company's misfortune, and wasn't Compaq specific. If DEC warns, then we'll probably see another drop, even though in my mind it wouldn't be Compaq specific, because CPQ will restructure DEC. DEC today said that part of the strategy will be to keep DEC's 6 billion dollar service business. Thank you for listening to my epistle. E.H.F.

To: Andreas who wrote (22295)	3/17/1998 9:32:00 PM
From: gordon rundle	Respond to of 97611

what realy pisses me off is that I have a lot of my investment capt. still tied up in cpq.and its going to have to sit ther for a long while.I knew the market was ripe in feb for a major uptrend especially the techs after the beating thay had taking.I timed it perfect,the only choce i had was what stocks to buy,In the box makers it was a toss between cpq,dell i bought cpq and i missed out on one nice rally.OH WELL!I guess its the name of the game,Im going back trading biotechs at least i know i wont sleep at nights Hang in there GORDO-------