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

To: Eddie Kim who wrote (24430)	4/15/1998 5:53:00 PM
From: Challo Jeregy	Respond to of 97611

Saw that Eddie. When I last posted about CNBC re CPQ, they said CC info coming up. I'm still waiting<g>

To: Eddie Kim who wrote (24430)	4/15/1998 5:53:00 PM
From: D. Swiss	Respond to of 97611

Eddie, are you still expecting CPQ to break out? I know there is an extremely large short position related to the arbitrageurs. Drew

To: Eddie Kim who wrote (24430)	4/15/1998 5:54:00 PM
From: Adam Nash	Read Replies (1) \| Respond to of 97611

Apple is making Compaq look BAD! Even though Compaq's overall sales increased this quarter while Apple's decreased, the false perception is now that Apple is in better shape than Compaq. -Eddie This is a little simplistic. How many people remember that the highest revenues Apple ever posted for a quarter (3.1 billion) came at the beginning of Apple's two-year mess? It was the Fall Quarter of 1995 which yielding a loss of $96 million on revenues of $3.1 billion. The fact that Apple's sales are down (Q2 sales are always low-point for Apple) but their profitability is up says good things about their choice of product mix, etc. Obviously, if Apple doesn't increase revenure for Q3, Q4, they are in trouble. However, Compaq's inventory and product mix problems are serious if they don't get fixed soon. Long CPQ.