Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bipin Prasad who wrote (40689)	12/21/1998 4:11:00 PM
From: AJ Berger	Respond to of 97611

Just wanna protect my profits! I got lot's of my collegues in the 20's under the logic that CPQ was undervalued compared to DELL, they were cleaning up their inventory glut, and their consumer market initiative was going strong. Now I worry about CPQ screwing VAR's, Server technology slow innovation, competeing with Distributor's White Box's, and living with ever thinner consumer product margins. I'm holding thru the quarter, but after the Xmas numbers are in, I may take half my money off the table once the Street wakes up to the obsticles that people in the channels see as all too obvious.