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

To: Hightechhooper who wrote (34347)	10/8/1998 8:37:00 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

Welcome to the thread K, I've been following your LSI posts for a long time now. How long have you been observing this action in CPQ? The stock has yo-yo'ed for about a year now, so I would not read too much into a couple days trading. You could certainly be correct about DEC, it's a big job and there are bound to be some problems, but CPQ management has said the merger will be accretive in the 4th quarter. I think they are hopefully more careful about forward looking statements these days after the Mason/inventory debacle back in February. We shall see. Has CPQ landed on your radar screen as a value play?? John PS - CPQ was slightly below these levels when the market was roaring back in February...