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

To: robbie who wrote (39660)	12/11/1998 4:22:00 PM
From: Yargnad	Read Replies (1) \| Respond to of 97611

Robbie: Somewhere on the thread, I think maybe one of Elwood's posts was we would meeting Dell at 50 on their way down. dan

To: robbie who wrote (39660)	12/11/1998 6:11:00 PM
From: Richie	Read Replies (1) \| Respond to of 97611

Robbie, I've heard that the Dellheads have had a few "get-togethers", one in NYC.........they have had their day. RichieH

To: robbie who wrote (39660)	12/12/1998 3:21:00 AM
From: Lbags	Read Replies (3) \| Respond to of 97611

Hi All, I'm a lurker here on the CPQ thread as well as the Dell thread. I own shares of Dell, but no CPQ. I got out of CPQ just after the channel stuffing fiasco earlier this year. Just wanted to try and bring a little reality back to this thread. For those of you who have stuck with CPQ over the past year, I congratulate you on your loyalty, as well as your recent gains. As a long time holder of Dell, I know what it's like to see your stock appreciate so quickly. I also know what it's like to hold a stock which has a lot of expectations built into it. Frankly, I think the reaction to Dell's recent earnings will prove to be beneficial over the course of time. It served to diminish Wall Street's expectations, as well as that of us Dellheads. The question you need to ask yourselves is whether CPQ, with its recent stellar gains and media attention (WSJ), creating its own high expectations. Many are calling for the stock to be at 50 by earnings. The consensus estimates for CPQ is $.36 for the Dec. quarter. How much will the company have to beat this number by in order to maintain its stock price? What will be the whisper number? IMO, this upcoming earnings will be very important for CPQ. Post a great number and outlook, and it's off to the races. Disappoint, and it's back in the doghouse. Just something to think about. One last thing, for those on this thread who take great joy in seeing the price of DELL down, get a life. Unless you're shorting the stock, or hold puts, your negative comments serve no useful purpose. Quite frankly, I would dearly like to see ALL of us make some money. Happy Investing KH