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

To: Senator949 who wrote (27584)	6/12/1998 9:41:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

News Conference begins in 5 minutes and then EP will be on CNBC at 11:45 am. Perhaps these events will be positive for the stock. El

To: Senator949 who wrote (27584)	6/12/1998 10:17:00 AM
From: Charles Skeen	Respond to of 97611

Re: <<CPQ made the steal of the century>> Robin, I strongly second your opinion. I covered my short term short position yesterday (at a loss). Looking to go long today. Charlie.

To: Senator949 who wrote (27584)	6/12/1998 11:04:00 AM
From: FR1	Respond to of 97611

Yeah, this is something overlooked in the press. These guys have been around a long time and they have had forever to plan this launch. The fireworks start now. 1) The share price at yesterday's close is what it was because that is what favors CPQ the most in this transition. They control enough shares to have influenced the price if they really did not like it. 2) They are making the moves necessary coming up to today: CPQ fired their ad agency (yeah!) and is using DEC's, they emptied the shelves so they can roll out a new line on Tuesday, they made Palmer walk the plank (clear out your desk in 30 days), laying off 17,000 to cut the fat, etc, etc I started listening to the conference but fell asleep - our CEO has got to be one of the world's most b-o-r-i-n-g speakers. Somebody please reduce his presentation to the major points and post them - he obviously can't do it. I agree with you about alpha - sort of. Let's not forget the downside to this. Alpha is useless in at least 80% of all the computers out there. If you run windows 3.x you can't use alpha. Win95? Sorry, it's useless. Win98? No can do. It is only the NT and UNIX crowd that can use this chip. So the market is smaller than we think. And most people do not want to switch to NT - it is a downgrade not a upgrade. I am running a scanner with Win95 - it won't work on NT. I use exchange on Win95 to do faxing - sorry, not a part of NT. Can I press a button and upgrade Win9x to NT? Nope. Gotta wipe your disk clean, reinstall all software (killing any special settings you have), etc. Eventually MSFT will have it all worked out but eventually Intel will have Merced. In short, you can't sell Alpha to the public. I am long on CPQ, though, and it has nowhere to go but up. I think we are headed up and it will be a long time before this stock sees the 20's again.

To: Senator949 who wrote (27584)	6/13/1998 11:31:00 AM
From: rudedog	Respond to of 97611

Robin - Another thing I heard yesterday in a conversation with a former DEC - now CPQ - employee. The value of existing employee DEC options is related to the CPQ stock price at time of transfer, so that the lower the CPQ price, the lower the converted strike price of the DEC options. I don't know what effect this may have had on events but I know a number of DEC employees who were delighted at the way the stock performed over the last few months. Of course they now want to see it rocket up....