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

To: Elwood P. Dowd who wrote (28267)	6/26/1998 9:54:00 PM
From: John Koligman	Respond to of 97611

Elwood, Not sure about the trades, guessing that it's money with a longer term perspective loading up. It looks to me as if CPQ has built a nice base here. IF we can avoid further surprises (and I think they have learned their lesson) from Mason and EP, it really boils down to when the stock catches some fire with the funds buying back in. By the way, looks like Dell is getting into the printer game along with HP and CPQ. This from News.Com... Dell to resell HP products By Jim Davis and Michael Kanellos Staff Writers, CNET NEWS.COM June 26, 1998, 5:10 p.m. PT Dell Computer will expand its product offerings next week when it announces an agreement with Hewlett-Packard to sell HP printers and scanners. PC vendors such as HP and Compaq Computer have been focused on trying to decrease the costs by selling systems directly to customers, as Dell already does. Peripherals are but the latest products to come under consideration for direct sales. For HP, the move helps sell more products while preventing inventory problems that crop up if sales grow more slowly than expected. The company has pursued similar arrangements in the market for office copiers. Dell, in turn, can either buy HP printers and scanners directly from the company or through a distributor and have the products shipped to its large corporate customers, said sources close to the companies. The company will be able to offer HP's LaserJet 4000, 5000, and 8000, as well as color LaserJet printers and some high-end scanners as a part of the arrangement. HP has been selling printers in conjunction with Dell since the beginning of the year on a trial basis, according to sources, a practice that has drawn the ire of resellers. Jacques Clay, vice president and general manger of HP's commercial division, however, has said that these are opportunistic arrangements. HP joined Dell on accounts that were already solidly behind the direct PC vendor.

To: Elwood P. Dowd who wrote (28267)	6/28/1998 8:55:00 AM
From: William Hunt	Read Replies (2) \| Respond to of 97611

ELWOOD--- Seems we have a lot of new traffic on the thread . CPQ still has not done anything to move the stock --- They have been studying DEC for two years + had five months to be ready to consolidate the two companies but still no news. Still wondering where this strong management team is located at ? On a positive point there seems to be a lot of firms coming on board with a strong bias for CPQ over the next twelve month's BUT no one seem's to be putting there money on their statements so far . I have the feeling until EP discusses something as simple as inventory levels in a very positive light the stock will not moved . It is amazing that little effect of inventory channels clearing had such a positive effect on 3COM stock this week . After ten months in this stock I am starting to get a "show me" attitude about CPQ BEST WISHES BILL