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

To: van wang who wrote (22546)	3/19/1998 9:28:00 AM
From: Stonehenge	Read Replies (2) \| Respond to of 97611

Van, if you think intc and cpq are going that low why don't you short them big time. Oops, you probably already are short and that explains your nonsensical predictions. Give me a break. These companies are not going to disappear on the basis of one weak quarter. Sounds like this thread is filling up with traders who have no stomach or patience. If intc hits 64 we will be really rich someday because it would be an irresistible buy as would cpq under 20. They are both screaming buys right now imo.

To: van wang who wrote (22546)	3/19/1998 1:51:00 PM
From: Chris McConnel	Read Replies (1) \| Respond to of 97611

Van, >>> we both agreed that CPQ is destined to go under 20 (18-20)...and that while people think its far fetch we thought that given the near issues for INTC and MOT, we felt that the shares would have a chance of trading to 61-64 for INTC and 40-44 for MOT <<< I would have to agree with you. Given the most recent report from Merrill Lynch's Tom Kurlack, Intel is in trouble until Merced comes out, and CPQ will have it's own set of near term problems. For both CPQ or INTC, they would be making more money now if they had a server based Pentium II to sell. The only servers we (the company I program for) can get right now are 200mhz P. Pro based (we got about 6 Compaq 4way servers now) I think a lot of companies will hold off buying new servers until 400mhz PII, SlotII based servers come out. Not sure when these new servers will be out, but probably not until October. Good surfing. Choppy water ahead. - Chris