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

To: Andreas who wrote (24044)	4/7/1998 5:31:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

I agree LOWER IS LIKELY...appears CPQ will retest $23 and may well go lower... Now is not the time to be overly aggressive in buying techs, IMO... Although INTC is getting pretty attractive.

To: Andreas who wrote (24044)	4/7/1998 6:37:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

In other words, CPQ substantially reduced purchases of amd chips in the first quarter. Andreas - Not correct at least as far as CPQ is concerned. CPQ has been unable to get enough K6 chips for their consumer products, which have been in heavy demand since 3rd quarter and are now on allocation (as are the K6 chips). CPQ has no AMD processors in the excess inventory products - these are commercial desktops which are exclusively Intel based, pentium 166 and 200 MMX desktop systems for the most part, with a few pentium pro server products. I don't know what other products AMD makes, but my understanding is that they have had yield problems on the K6 which have kept volumes below expectations. There is simply no truth to the idea that CPQ has AMD products in the excess inventory pool.

To: Andreas who wrote (24044)	4/7/1998 7:04:00 PM
From: Eddie Kim	Respond to of 97611

The glut is in the high end, not the low end which AMD sells to. The sub-$1000 computers are selling nicely and many stores complain that they can not get enough. -Eddie

To: Andreas who wrote (24044)	4/7/1998 10:20:00 PM
From: James F. Hopkins	Respond to of 97611

Andreas; Your shooting from the hip..and got the hebe jebies, watch for the bounce tomorrow..maybe not AMD ..but most of the tech sector got over sold in the last two days.. If you ging to short do it on the open,..as CPQ will likely pop then drop back..but will hold above or at least close above 24 tomorrow. --------------- If it don't it will be my second missed call on her in two weeks. I've missed 1 call out of 7 so far. I've been trading in and out with half my holdings and by doing so have reduced my average to below 20. So let her rip <G> If she does drop I'll leverage my position buying calls. Let the good times roll, buy the dips sell the spikes, if the dip is good grab some leaps. Bears don't know jack about winning, they may win a battle or two , but the Bulls win the war. Jim