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

To: Roads End who wrote (29203)	7/15/1998 2:04:00 PM
From: marquis103	Read Replies (2) \| Respond to of 97611

To all: Beginning to feel it may be crazy to hold here. If we can't rise on a day like this (Dell up 3+, hell, AMAT is up almost 2, and they had that bad pre-announcement) I can't believe the stock won't fall back a few points. It would appear the perception of CPQ's future growth potential is worse than we thought. Just my two cents. Russ

To: Roads End who wrote (29203)	7/15/1998 2:05:00 PM
From: rudedog	Respond to of 97611

No that's not right. I have not seen the detailed earnings numbers but given the short window, DEC could not have delivered that kind of revenue.

To: Roads End who wrote (29203)	7/15/1998 2:18:00 PM
From: William Hunt	Read Replies (1) \| Respond to of 97611

STEVE --- THE only concern I have is this inventory issue ---would like to see it put to bed for good . I believed CPQ will be at 45 by the end of this year due to the following : 1) CPQ really got a steal on the price of DEC -- the service group will provide a nice boost in the third qtr + the consumer PC business is usually strong in the back to school qtr . 2) EP needs to accelerate the layoffs for for the bottom line impact and to alleviate the pain being felt by those affected . I believed we will see this accelerate this qtr . 3) When the inventory issue is finally put to bed and we are selling fresh product and increasing turns for the second half this will be a direct positive for the bottom line . ( did you see the segment last night on moneyline how TAIWAN is taking orders from CPQ and shipping direct for CPQ to the end user --That is the way to cut costs and affect the bottom line ) Forty five by the end of the year BEST WISHES BILL

To: Roads End who wrote (29203)	7/15/1998 3:45:00 PM
From: Windseye	Read Replies (1) \| Respond to of 97611

Folks... Well, just who is to be believed here? Are the high priests of marketdom ruling this world or what? When the ANALYSTS do their market surveys of resellers and distributors, and THEY announce what is to be believed about CPQ's earnings and revenue announcement then THEY are running the show. Unfortunately they are not unbiased... they stand to make $ on the short term rise and fall of the ste stock; churning in the market is very desirable when moving 50K+ blocks at a time. Even if CPQ management is right on, even if some of our companions here are astute and in the know and doing their own independent research there is still the problem of the large brokerage houses, the large pension funds, and the big insurance company funds basically deciding what is to be published and ostensibly believed. Buying on rumor is probably reasonable when it is based on leaking of info concerning what major players are going to do--- not based necessarily on what the fundamental company is about to do although the two can be working synergistically. As to DEC influence earnings this idea was out and discounted several weeks ago, as far as I can see.... some folks said the two weeks of merged operations "might" influence slightly, but not significantly. And we notice that there are "other" possible contributing factors, but it is the analysts who publish their comments whose "rationale" for the moves is remembered. Sigh... Doug