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

To: rudedog who wrote (40999)	12/23/1998 1:16:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Rudedog.... I saw your post at the Yahoo Club in which you used the analogy of the elephant's leg and ear, but no body as yet. What would be your best bet as to what the body may be??? Do you rule out a spin-off of AV? As you said, I'm sure we'll know soon, at least by earnings release date. El

To: rudedog who wrote (40999)	12/23/1998 1:31:00 PM
From: John Chen	Read Replies (1) \| Respond to of 97611

Rudedog,re:"COMPig". One can compare CPQ vs DELL just like SUNW vs. MSFT. CPQ/SUNW goes the tech-route, complex business model. DELL/MSFT goes the no brainer route, money comes easy, seize the opportunity and prosper. Before the lastest 'breakout', SUNW has been suffering much like CPQ until the picture is clear to the street that their stuff is real and can bring in dough (SHOW ME THE MONEY is not everything to wallstreet, it is the ONLY THING). So investing in CPQ is much more difficult than DELL, but at least it finally has turned the corner, which means that the stock would correct 5-10% normally and then drift/float ahead. Today's behavior is not unusual considering it run up from 23 to almost 45. You could have bought DELL around 39 and now 74+, same percentage. Baring anything unknown happens ( for a complex model like CPQ, nobody can see all of the unknown) hence the lag in stock price behavior, but total return may still be respectable. I say any 6-10% retreat is a buying opportunity. Also, last year's dog is next year's darling. CPQ is definitely has not become darling yet, so it still has room to go. IMHO