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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (30506)	8/3/1998 8:48:00 PM
From: Bipin Prasad	Respond to of 132070

Skeeter, I'm selling lots of cpq puts lately(oct20 to 30) hoping to keep some prem. and some to get exercised. I think cpq is buy @ today's price :$32+. later, InSook

To: Skeeter Bug who wrote (30506)	8/3/1998 10:30:00 PM
From: Bipin Prasad	Read Replies (1) \| Respond to of 132070

Skeeter, Have you read this one? Interesting one to read. techweb.com "Intel, Compaq Gird For 64-Bit Battle" later, InSook

To: Skeeter Bug who wrote (30506)	8/4/1998 1:37:00 PM
From: Nadine Carroll	Read Replies (1) \| Respond to of 132070

skeets, Compaq's share price has already paid for its "no profit" quarters IF they are over with after Q3 of this year. You can roll a lot of expenses under the rug called "digesting DEC". I think Compaq will soon be priced on the Q4 expectations. The question is, can they return to profitability going forward? I know MB compared the boxmakers to tv makers, but Compaq is more like a tv maker and a cable company and a media company. It still has the lion's share of the server market, and more important, has bought DEC's service arm to go head-to-head against IBM and HWP's service organizations. These are the organizations whose prospects I'm trying to figure out.