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

To: ed who wrote (22919)	3/22/1998 12:19:00 AM
From: James F. Hopkins	Read Replies (1) \| Respond to of 97611

Ed; just so you don't miss it Message 3795272

To: ed who wrote (22919)	3/22/1998 7:04:00 AM
From: Mike Gordon	Respond to of 97611

<Some People on this thread seemed to be very pessimistic about the future of CPQ,> Ed: You make several good points. It's difficult for me to become too pessimistic when CPQ has 6Bil in the bank. Remember, no earnings for the first quarter. Has anyone figured what the interest is on 6Bil for a month @ 10%. (50 Mil) These guys are not on the path to a Chapter 11. Another point is the analogy to BA this week. People need to watch this closely, especially those in a short or naked call positions. Announcement of a restructure, future plans, etc. will be the beginning of the bullish trend for CPQ. Its a matter of time (30 days). Mike