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

To: Pruguy who wrote (37177)	11/23/1998 8:26:00 AM
From: PCSS	Read Replies (2) \| Respond to of 97611

Pruguy, Your analysis is RIGHT-ON, all the signs are there ! What we could use, sometime within the next 2 weeks, is some reasonably positive comments (ala M.Dell's type) by CPQ, preferably EP. Mason CANNOT be the one giving the visible BRIGHT guidance because of his misguidings/lies last year ... although some "quiet/private/wink-wink" "body-action" from him to key WSers would go a loong way towards his recovering his face and CPQ's credibility. CPQ must also not overdo it causing the whisper #s to be unbeatable ... a delicate balance. All from what I read, CPQ is doing a GREAT job in its core businesses and the integration of DEC is going better than expectations. Only time will tell, but I believe we here are all in the right undervalued investment. Michael