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

To: Howard Feinstein who wrote (45973)	1/28/1999 10:37:00 PM
From: isdsms	Respond to of 97611

Behavior of people who hangout all day in threads like this can be characterized as obsessive and I am certainly included in that group. Often times compulsive behavior is part of the package and that is why people will bail at the drop of a dime(two days of falling prices in this case). Compaq is still fundamentally sound with a great plan and future in front of it. It is foolish to try to time or play this foundation stock. It has rewarded in the past and will continue to do so in the future.

To: Howard Feinstein who wrote (45973)	1/28/1999 10:47:00 PM
From: Loki	Read Replies (1) \| Respond to of 97611

Howard...RE:"The stock has doubled since October" To which October are you referring?...1997 or 1998? In a land where people all walk the one with a bicycle is a happy king. That same person would be unhappy with his bicycle if everyone, except him, had cars. (relativity) In other words...while techs stock are setting record highs and CPQ has supposedly reported good earnings it isn't moving relative to other stocks in similar business. On the other hand one should consider that CPQ is going through a difficult integration process with DEC. IMO far from over. In absolute terms CPQ stock is doing okay...in relative terms it's lagging other techs...ergo the impatience of shareholders. Loki

To: Howard Feinstein who wrote (45973)	1/29/1999
From: Night Writer	Read Replies (1) \| Respond to of 97611

My sentiment hasn't changed yet. We are still too close to the earnings for any solid direction to be established. It looks like Compaq has DEC under it's belt. As I recall that was the major objective for 1998. I remember reading articles saying mergers of this size had never been successful, and it could not be done. Appears it has be accomplished on schedule, and management team can now concentrate on going forward. As far as the day to day movement of the stock: techstocks.com NW