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

To: van wang who wrote (22971)	3/22/1998 3:57:00 PM
From: Night Writer	Respond to of 97611

van wang, You are correct. those numbers do not represent anything except the starting point. Now if we reduce the number of people at DEC, by selling off unneeded operations (money in the bank), lay off duel positions (overhead reductions), realine services with CPQ and DEC clients (more work for skilled people & better client service), and cross sell products (more sales per employee). We have a new base to evaluate that is stronger then the separate old bases added together. We have not even considered new products in this venture. So yes it looks good to me. It is more of a timing issue in my mind then a never happen issue. I don't see Bears as bad guys. Sometimes I'm a Bear, This time I'm a Bull. NW

To: van wang who wrote (22971)	3/22/1998 4:28:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 97611

>>in that respect, CPQ is overvalued versus DELL, HWP, IBM relative their respective growth rates...do your calculations...but pls consider the above factors if you are going to rebut...btw, I know because I did the calculations<< van, i respectfully disagree. why? b/c future eps are what count. the past isn't good enough. i believe that dell's eps will begin to conform to what is happening to cpq and ibm if, for no other reason, than they slash prices so low that they steal dell's market share. going forward dell will drop much, much, much more than cpq. and going forward from right now is all that matters.