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

To: Roads End who wrote (25737)	5/7/1998 12:49:00 PM
From: Jack T. Pearson	Read Replies (1) \| Respond to of 97611

The run-up the past few days is only a result of the share buy back program. I assume that is your OPINION. It was stated as a fact. I doubt you can substantiate it.

To: Roads End who wrote (25737)	5/7/1998 1:02:00 PM
From: jim kelley	Read Replies (4) \| Respond to of 97611

Riechers, Where is CPQ going to get the money to buyback its shares? They have a ~ 2B for DEC layoffs, another ~2B going out for the merger, and their core PC business is not profitable at this time because of the channel stuffing and price protection payoffs to the channel. It does not add up.

To: Roads End who wrote (25737)	5/7/1998 1:59:00 PM
From: KBP	Read Replies (2) \| Respond to of 97611

Jim and Riechers, Please short some more CPQ. I'm going to enjoy squashing you guys. I'm telling anyone who cares to listen this combined company is going to be miles ahead of Dell once Dell wakes up and figures out they have no service arm. By then it will be too late. CPQ bought DEC for one major reason - Services capability. You dont hear any of the layoffs affecting their 20K person services arm. $40 will be a bug on the windshield by the end of the 3rd quarter once all of this fleshes out. kbp