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

To: Richie who wrote (47969)	2/13/1999 5:11:00 PM
From: Richie	Respond to of 97611

Just a piece of information: All numbers are rounded approximates! Company Float Shares Short (1/8/99) Short Ratio CPQ 1.67B 26.3M 1.6% DELL 980M 33.1M 3.4% MSFT 1.7B 14.0M 0.82% IBM 913M 7.4M 0.81% GTW 69M 9M 13% HWP 802M 8.74M 1.1% Hmmmm........this makes me scratch my head and ponder! 1. CPQ has as many shares floating out there as MSFT, but when is the last time CPQ moved in leaps and bounds like MSFT? Also nearly half as many shares short as CPQ. I know, I know, different sectors, but still noteworthy. 2. CPQ has nearly twice the float of DELL with roughly a similar short interest. 3. GTW float, wow, that's small, can that be right? 4. Looks like quite a few people are betting against Gateway. 5. Not very many people betting against ole BILLY G. 6. In general, other than GTW, I am surprised at how small the short percentages are. 7. One more split and DELL will have one of the largest floats around, nearly 2B shares, can it still move like it has in the past? 8. I wonder what the average short price for DELL is? How many of those short will take this opportunity to cover? Will it prop the stock price up? 9. 6B and you could be the owner of GTW....any takers? 10. Last and least, Can't I find anything better to do on cold Saturday in the mid-West? 11. Oh, and one more, does anyone know how to format these things in SI to make them read easier?

To: Richie who wrote (47969)	2/13/1999 5:30:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

Rich, Yes, Prior to the overstocking incident last year analysts were saying bad things. The Digital move was not smiled upon. The thread did not have a high opinion of them. Then EM confirmed the inventory problem, things got bad. Some people wanted to lynch steve. steve was a big CPQ bull, but had warned everyone to buy cheap puts before each earnings announcement. He did and made a mint on the price drop. steve turned into hpeace and quit posting on SI due to a new job that didn't allow him to post. EP and EM were roundly abused, and some law firms sought class action suits on the thread. A number of people sold their shares and moved on. A number of them could be found on the Dell thread. I have a feeling a number of those people bailed on Dell Friday. Every thread whose stock has a hard time or very bad news goes through about the same thing. I was on a thread where some vulture financing was done. The thread split into holders and sellers within an hour. It got real ugly. What you are seeing on the Dell thread is mild compared to that. NW

To: Richie who wrote (47969)	2/13/1999 5:34:00 PM
From: Kenya AA	Read Replies (1) \| Respond to of 97611

Richie: Stop trying to tempt me with titillating tales of the DELL thread! Don't want to go there - I love DELL the company and DELL the stock, but I don't like those DELLusionary DELLheads. Compaq is cooking, Dell is done. K

To: Richie who wrote (47969)	2/14/1999 1:59:00 AM
From: Aitch	Read Replies (4) \| Respond to of 97611

Richie, Your post has given me the excuse I needed to pontificate! <g> I concur with Night Writer's response to your post. This thread has also seen some ups and downs. What really concerns me is the fact that a number of posters/investors feel that there is a competition on between CPQ and DELL. There is a competition between the two companies to gain market share, certainly, but as investors, we should look at the two companies unemotionally and simply as vehicles to enhance our personal wealth. As an inexperienced trader, I have a number of yellow Post-It's on my monitor with reminders. One of them is to not get emotionally attached to any stock. So, let's not laud DELL's current, (and probably short-term), worries over the DELLheads. Who knows, CPQ has had bad calls and will most likely have bad calls again... <end of pontification> H