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

To: Howard Feinstein who wrote (45864)	1/28/1999 1:15:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

Howard; It might be the Holy Grail! It's a good question - sometimes we can have too high expectations of a single event. Change the question a bit and ask what would materially improve the share price? One answer is anything that would cause analysts to go back to their offices and write recommendations with 12 month earnings expectations of $70-100. To go beyond analysts though and have a direct effect on the interested public, one or more of the following. 1. An impressive announcement of a deal with Time Warner or another. 2. A statement in principle that shareholders would be allowed to buy AV IPO shares at the IPO price, whatever it turns out to be. 3. Positive clarificaton of the tax issues. 4. Statements and clarifications that the main business is growing, hopefully supported by independent market surveys. 5. Assurances that the 1st Quarter is going well and that the YK2 issue will be beneficial, or at least not negative. 6. A definite time-table for the completion of the restructuring after the DEC acquistion including that all lay-offs will be done this quarter. 7. Positive report on the growth of direct sales from CPQ's own internet site. 8. Announcement of major new products.