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

To: Elwood P. Dowd who wrote (27446)	6/11/1998 6:49:00 PM
From: Sabrejet	Read Replies (1) \| Respond to of 97611

FYI, from the "media" clipping: ..... These acquisition charges will include the write-off for purchased in-process technology, Compaq restructuring charges for elimination of duplicate facilities and employee separations, and other related operating adjustments. "Excluding these charges, we believe the combined company will achieve approximately break-even results for the second quarter," said Mason. How vague is that???? sz

To: Elwood P. Dowd who wrote (27446)	6/11/1998 6:55:00 PM
From: Roads End	Read Replies (1) \| Respond to of 97611

EL...come on, don't be jumping into the Nervous Nelly camp. Better days ahead Steve

To: Elwood P. Dowd who wrote (27446)	6/11/1998 9:54:00 PM
From: P.T.Burnem	Respond to of 97611

per CNBC, CPQ said that they wouldn't comment on the prospects for the Q3 until Q2 had ended. Seems to be some stone-walling going on here. I think you are right. I think Compaq is using its acquisition of Digital to muddy the earnings picture. I don't believe they have the end game for the combined company. I think Compaq is trying to get out of the PC box by way of a takeover. They probably think they have acquired a ticket to the Internet, Windows NT and other high-margin goodies. What that they really got is a huge mess on their hands, a kitchen sink of businesses past their prime.