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

To: robbie who wrote (27878)	6/19/1998 12:01:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 97611

Robbie, You seem to be interested in how I feel. I am interested in analyzing companies and their performance. CPQ's performance has been abysmal for several quarters. Their executives have been caught lying. Their financial statements do not reflect sell through and are obfuscated. The company has several lawsuits against it for these management practices. These are substantial issues. Nothing personal but I am not interested in how you feel for investment purposes I am interested in how you think. There is not substantial thought in your post only a subjunctive ad hominem attack.

To: robbie who wrote (27878)	6/19/1998 2:46:00 PM
From: KBP	Respond to of 97611

Jim, I agree with Robbie. They didn't go from 0 to $30+ Billion because they weren't so bright. Stay on the sidelines and yap all you want. Check your brainpower in December when I'm counting Compaq investment greenbacks and you are still talking about how great Dell is.... BTW, I own both. I own a few other computer stocks as well. I think Dell and Compaq both are worthwhile investments but will probably pull out of Dell at some point this summer because I think they are a bit over valued. Compaq is loaded with potential and all we need now are 3Q-4Q results. kbp