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

To: William Hunt who wrote (26404)	5/20/1998 5:07:00 PM
From: Windseye	Respond to of 97611

Bill, I have similar concerns. We had some information in the first quarter that CPQ's purchasing arrangements with suppliers were fixed for a quarter at a time, so they were unable to respond with renegotiated prices as fast as Dell and others. Ostensibly this started to be corrected in January and February... the reductions they could get for volume and because of the Asian flu were "supposed to" start then. Obviously it wasn't effective in the first quarter, but then the question is, "When will price reductions show up?" I am sitting on 35/shr and would like to see this cleared up by July as well, but suspect from all that has been said about all aspects of cpq and dec that it will take until the end of the year to get over 35. Doug

To: William Hunt who wrote (26404)	5/20/1998 5:10:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Bill.... I've held CPQ shares for about 10 mos. as well with an average cost of slightly over 33/29k+(started with 9,250k pre-split and then added along the way). as I stated quite a while ago, I intend to make money on this dog if I have to grow a long gray beard while I wait. I still have a 2-5 year time horizon. I think the leadership is top drawer and the potential here is near unlimited, given proper treatment of the DEC merger. Beyond that, I can only guess and golf. Thanks for your excellent posts. El