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

To: hlpinout who wrote (46299)	1/30/1999 4:14:00 PM
From: Loki	Read Replies (1) \| Respond to of 97611

hlpinout...RE:"...reasons for not owning CPQ." "Stuffing Channel"-I hope mngmt feels they can't do that again. "Apathetic"-I doubt that a management would collectively be apathetic in such a competitive environment. "Egotistic"-This is not necessarily bad...creating a drive to overachieve. "Conflict with retailers"-this will happen in an attempt to become more efficient and cost effective in the distribution model while avoiding legal repercussions. "Shares for AV spinoff"-many corporations have spun off partial assets to pay for acquisitions. This might create shareholder value in the stock (CPQ) that I initially purchased. I didn't buy AV. "Beat DELL"-investors are free to own both stocks. DELL is an incredible stock in the past, with an extremely high P/E. I would think some DELL investors might want to balance their computer stocks with CPQ. Depends on one's investment horizon. CPQ and DELL might even diverge more as companies in the future and at that point comparisons play less of a role. Loki