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

To: Eddie Kim who wrote (25135)	4/28/1998 5:12:00 PM
From: S. Chiang	Read Replies (1) \| Respond to of 97611

To all the CPQ longs: Compaq Computer (CPQ) 27 11/16 -3/8: company's CEO says "product flowing out fast" this quarter.... From Briefing.com

To: Eddie Kim who wrote (25135)	4/28/1998 5:33:00 PM
From: William Hunt	Respond to of 97611

EDDIE - First I agree with on the stock showing today . EDDIE yes I do have an issue with a company that I own not making a profit for two qtrs . This is an issue internal with CPQ ---If you look at our competitors DELL and GTW since we do not have DEC on board yet we definitely are not performing at even a "good"level . EP is the man in the hot seat --- basically if we giving away PC"S at cost then we have too much overhead whether it be production layoff ,sales ,etc . The direction for the future comes from the top YET I have not seen any major changes for the CPQ side of the deal . DELL will not go away in the PC business so either we get as close to the BTO model or we continue not to make money . BEST WISHES BILL P.S. I ENJOY THE thought exchange on this issue with you since I see this as more important than the DEC merger for the future