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

To: Bipin Prasad who wrote (35478)	10/29/1998 2:19:00 PM
From: Peter Algoet	Read Replies (2) \| Respond to of 97611

Sounds very interesting strategy. Can you give an example with today's figures since I'm a long term CPQ investor. Thanks in advance.

To: Bipin Prasad who wrote (35478)	10/29/1998 9:01:00 PM
From: Yargnad	Read Replies (1) \| Respond to of 97611

Bipin: I like your take on AG, Christmas Hype and January effect. Can we also allow for the fact that Dell's quarter(which will include Christmas) ends Jan. 3l with reporting in Feb. which in turn could let all ships rise on their tide? How about a German rate cut, euro-dollar, a long overdue revival of the Japanese economy and a last minute rush to shore up the Yk2 problem, an agreement with German labor unions to lay off cpq workers and oh yeh, the mere fact the dec will be absorded and finally someone recognizes that cpq owns alta-vista. Maybe this and some revenue growth from service will be just enough to get us to next fall when first complete 399.00 systems hit the market just in time for back to school(with a low cost computer on a chip), then Christmas again, more service, more, more, give me more......Sorry, got carried away(suffering from lack of Elwood P. Dowd syndrom/hope we close above 30 soon so he can return). Yarg