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

To: Mike Gordon who wrote (22912)	3/21/1998 10:30:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

Mike Gordon, Have you read "Being Digital" by Caloponti (sp)? It is a great book if you have not read it. The book is at least two years old, but gives a great picture of the digital revolution. One reason I think cpq has a great future. NW

To: Mike Gordon who wrote (22912)	3/21/1998 11:13:00 PM
From: ed	Read Replies (2) \| Respond to of 97611

Some People on this thread seemed to be very pessimistic about the future of CPQ, back in 1994 when CPQ crashed, the same people on this thread probably would held the same pessimistic mood; well, it is just human nature, when things are turning bad, they are just pessimistic, when things turning good, they are optimistic. I bet in 1994 when CPQ crashed, there were investors who thought CPQ will file chapter 11 and the stock price will never recover or will not recover in two years, then what happened ? Today's CPQ is quite different than what it was four years ago. CPQ was a pure box maker with screw driver back in 1994, and today it is not. Today we are in an information era, which means computer is must for everyone to enjoy the benefit brought by the information technology, the market will continue to grow in the future. Today's CPQ is the market leader of PCs with its world market shares of 15% and it is growing.With merger of DEC, CPQ is the only company to challenge IBM and HWP in the position of worldwide computer business. That is the reason I said that investors with brains , not emotions, are now jumping onto the CPQ boat, as to you bought at $23, $26 or $22 is really something do not matter at all if your profit is 100 points two years down the road. What matters most is that you miss the opportunity to jump in at this price level. Today's CPQ's problem is just temporary, and I bet the inventory problem will be fixed in just one or two months with its total annual sales in units. In April , people will start to talk about different stories of CPQ. People on this thread probably already saw the news on BA, and the stock jumped 2 ponits in one day. The same thing can happen on CPQ when CPQ started to restructure DEC, and that accutually has already happened and is now in process. Someone probably heard that DEC is closing its China office and prepare to be merged with CPQ. That is what I means the process has already started , and just a mater of when to make an announcement in public.