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

To: Elwood P. Dowd who wrote (34551)	10/12/1998 12:30:00 PM
From: Bipin Prasad	Respond to of 97611

Forget about earnings. That's already in the price. CC will be the key. CEO already said Q3 & Q4 demands look stronger, so CC has to be more positive than just "demands look stronger." They should throw more detailed #s and bones to push over $32.5. If not, sell on the news again. later, InSook

To: Elwood P. Dowd who wrote (34551)	10/12/1998 12:59:00 PM
From: Eddie Kim	Read Replies (1) \| Respond to of 97611

I think we see CPQ at $30 by Wednesday if the market holds.

To: Elwood P. Dowd who wrote (34551)	10/12/1998 1:57:00 PM
From: LauA	Read Replies (3) \| Respond to of 97611

I'm beginning to worry about CPQ. Greenberg has better sources than I do, and he digs for information a lot harder than posters on this thread. I've followed him for years at the SF Chronicle and found him to be quite honest, if not always right. Contrary to what I see posted, he does not take positions in stocks. Hence he's not a shill like so many here. My concern is that while CPQ no longer looks like a screwdriver shop, I'm not sure that it is growing into a reliable solutions company. I had thought that their merger with Tandem was going well, but I don't see any of the Tandem clustering technology - Wolf Pack, etc. reaching market in a CPQ box. Which all goes to make me wonder if they could be blowing their DEC deal. Does anyone have any independent information? Or is this all about tape trading and how Greenberg comes across on TV?