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

To: JRI who wrote (39572)	12/11/1998 8:46:00 AM
From: Terror	Read Replies (3) \| Respond to of 97611

Last night at a coctail party I heard that both CPQ and DELL are in fear of a new type of TV-type of internet device where you can access the internet. I asked what companies make this thing is it oracle? Can anyone help me out with this news? Thank you. Marcie

To: JRI who wrote (39572)	12/11/1998 9:00:00 AM
From: Kenya AA	Read Replies (2) \| Respond to of 97611

Feeling very sad this morning. Got stopped out on my CPQ position yesterday at 39-5/8. I've never had a long term capital gain before - most I've ever held anything was 3 months. I hate when I can't be around on a trading day! Today's IBD ... Positive mention of CPQ as a top new buy of highly rated growth and income funds. Brandywine Fund Family took a new position of 8.1 mil. shares. As for the market in general, IBD TA guys are extremely worried now. Dow's 200 MVA is just below 8800 - if we breach that on a closing basis, it's bad news. NYSE A/D line is heading south. K

To: JRI who wrote (39572)	12/11/1998 12:22:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 97611

john rosser. Re: ""The bar is set so low for Compaq..it will be like a baby step.."...Yeah, and let's keep it that way!" Thanx for your excellent post. I agree with you. HYPE ends up more often than not coming back to bite you in the butt. I also agree the CPQ vs. Dell is a set up. They are going in two different directions, but the immature prefer to think in terms of a zero sum game. And wiser heads can't disabuse them. Re: "...unrealistic expectations do not help the long-term stockholder...." Couldn't agree more. It just gets your hopes up and you get disappointed. I prefer a nice steady growth rate, but with today's volatility, I'm afraid that's an unrealistic wish. Re: "Only a fool would believe that direct sales are NOT going to, in part...perhaps a large part, canabilize existing indirect sales." You may be a little too conservative here. It has been my impression that CPQ's initiative is designed to bring more business to a branded product that was previously going to "white boxes". If that's the case, more/most of the new direct sales could be plus business, particularly in the LONG RUN, 'cause without it, more could/would be going direct (to DELL for example). We'll see. HL