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

To: michael who wrote (28473)	7/3/1998 11:09:00 PM
From: Howard Feinstein	Read Replies (1) \| Respond to of 97611

Hey, shmuck, if your trying to make a statement learn how to spell.... it's loser, not looser!

To: michael who wrote (28473)	7/4/1998 12:03:00 AM
From: ed	Read Replies (1) \| Respond to of 97611

I agree with you and have the courage to accept that CPQ is a big loser in the past one year since Oct of 1997. However, if you look at the long term chart, you will see that CPQ is very bullish at this point. We will probably start to see a consistent up trend starting as early as Aug of this year. As to NSCP, and all those e-commerce stock, they are short term play and story stocks. As investors realize the fact, a big correction is due. So, do not be the last mouse to be caught. There are too many players in the E-commerce , and not too much technology is involved in this industry, and hold the domination position , like MSFT , in this industry. Even CPQ can easily have a play in this so called E-Commerce business. I have seen the following players so far in e-commerce hype, NSCP, DLCK, AMZM, ELNK, ATHM, GNET, LCOS, ONSL, YHOO, XCIT, CMGI, SEK, AOL, MSPG, INTU, DBCC, DNW, CNWK, MSFT. Besides MSFT, none of them make any profit or reasonable profit consistently, and some even have problems to survive in the next five years. So, be ready for a big correction in this group, Just like 1995 for network stocks. Blood is everywhere !!!!!!!!!!!!!!!!!

To: michael who wrote (28473)	7/4/1998 12:40:00 AM
From: Merlo	Read Replies (1) \| Respond to of 97611

I know one advisor who told his subscribers to buy july 35 puts on CPQ the reason is the call to put ratio is 3 to 1 or more in favor of calls. The MM's will try and keep this stock down. They can just as easily buy in and run this stock up but they won't. Too much money sitting on the table just like in a casino they will rake it all in. But not to worry too much this same person urged puts on NSCP. For me I'm going to still hang in as I believe CPQ is one good company and may see their NT and Alpha sales skyrocket. Watch for some earnings surprises. With all the shorts on this stock one good squeeze and blast off.

To: michael who wrote (28473)	7/5/1998 11:46:00 AM
From: Senator949	Read Replies (1) \| Respond to of 97611

OK everybody, Michael has spoken, we can now estimate a good whisper number. Michael says -.20 and as he is ALWAYS wrong we can figure on a + number. Robin

To: michael who wrote (28473)	7/5/1998 12:12:00 PM
From: rudedog	Respond to of 97611

michael - what a surprise, an interesting and thought provoking post! Why do you think CPQ will be below the -.07 whisper number? Any solid data? What do you think the effect on stock price would be if CPQ now just hits the first call estimate of .01? Would simply not being as low as the whisper number drive the price up? What if they exceed the 'official' estimate by a few cents? We have less than 2 weeks to earnings announcement so now would be a good time to make a play. Short with me(up about $15,000) and go long in October(with me) When did you short, and how much, to be up $15K at this price? I don't short stocks but I do look at potential short positions and I have not seen an opportunity to make any money over the last month or so, the stock has not been very volatile. I thought that the two possible points to go long were june-july or september-october, the key being what market perception of the DEC merger would be. My sense is that CPQ has developed some significant potential benefits out of the merger, including a strong position with MSFT because of the service, and a strong 64 bit play enhanced by the merced slip. Those factors influenced me towards the earlier date. Any reason to think that October is a better date? BTW I would still like to know what changed your opinion on CPQ since your post in April that you were going long on CPQ.

To: michael who wrote (28473)	7/5/1998 5:20:00 PM
From: starpopper	Read Replies (2) \| Respond to of 97611

Loser?! I bought in March and am up a nice 20% since then and looking to be up more than 50% by early fall!!! Not even considering selling my CPQ till we hit at least $45 early 1999!!! As for your internet stock craze...you're correct that lots of people made out like bandits buying AMZN & YHOO and the like, but MANY more will also make HUGE $$$ on these stocks this fall as I plan to! Not by buying the stock but by shorting the hell out of them! Risky?...NOT, there is close to NO value in these "portal companies" and the best play for the highly risky fall and winter months is to SHORT these highly overvalued, mania crazed, me-too companies!!! If you are looking for a double on your money in the next 6 months by buying the stock, then I would suggest you take a serious look at RMBS! At least they have some hard currency rolling in now and expect to AT LEAST quadruple that within the next year! Or how about a networker trading at less than 2X revenue...CS is a steal at these levels and could also double by the end of the year without any takeover!!! There are lots of amateurs out there following the $$ like sheep, but we all know what happens to sheep...THEY GET SKINNED!!! $weet Dream$ $tarpopper