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

To: ioioioi who wrote (26189)	5/14/1998 4:43:00 PM
From: William Hunt	Respond to of 97611

ioioioi--- That is a key issue-- My understanding is that CPQ is looking to have anywhere from 62000 to 70000 employees after the dust settles from the merger . With 38 billion in sales I believed that will be quite a fewer employees less than HWP and IBM on a per $ sales per employee . HWP with 129,000 employees and 38 billion in sales while IBM with 269000 employees and 78 billion in sales BEST WISHES BILL

To: ioioioi who wrote (26189)	5/14/1998 6:21:00 PM
From: The Vinman	Read Replies (3) \| Respond to of 97611

HWP is a cloud in a storm. I don't buy any of this crap as far as upgrades in the PC sector are concerned. IMHO CPQ will suffer the same fate, just not as severe because most of the news has been priced in. But I feel another warning is on the horizon, and CPQ will fail to break even in the next 2 quarters as predicted. NSM sites PC problems/inventory and slacking demand in THIS and NEXT quarter. Don't buy the ANALysts BS that a turnaround is in the making, this thing could go on for another year and a half. Its funny, I HAD short position in HWP going into today($$$$) but even I was pissed off at these fool ANALysts that aren't worth a hill of beans. I am short CPQ as of today, luckily I sold out all of my long positions in the $70's before the split....good luck to all... Vinman