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

To: NickSE who wrote (26873)	5/31/1998 2:39:00 PM
From: Eddie Kim	Respond to of 97611

I agree with what you say; however: 1)Internet stocks are hot NOW, and Compaq might make more money now then it can in ten years with AV. 2)It will take years for these internet stocks to actually make any real money. Remember, all these companies are losing money as of now. 3)IF AV goes public, Compaq might own a large amount of the shares. 4)By the end of this year there will be seven internet/search/portal companies. That's a lot, and chances are only 3 or 4 will be around in five years. I'm willing to bet Yahoo, Excite and Microsoft will be around. The rest will be bought out (more $$$ for us shareholders). I hear Infoseek will be bought out soon.

To: NickSE who wrote (26873)	5/31/1998 3:02:00 PM
From: NickSE	Read Replies (1) \| Respond to of 97611

Thread, Does anyone have a link to the short interest on Compaq? I think someone posted it a few weeks ago but can't seem to find it (70+ million rings a bell). I think the June 11th vote will provide a catalyst for short covering and we may see a nice run in price. I have a very good source who is telling me a large fund manager has started to load up on CPQ around 27 approx. two weeks ago and I am looking to dive in on Monday with the expected weakness due to Intel delay. Given CPQ already said this quarter was a wash, there is IMO very limited downside from these levels. TIA, Caisson