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

To: Aitch who wrote (48038)	2/14/1999 5:20:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

Aitch: Most of the DELL-baiting is from people who have sat in CPQ for a year or more while its price has stagnated or declined while DELL's has soared. There is whiff of "cutting off my nose to spite my face" about it all. If Dell tanks on Tuesday or next week, so will CPQ - but by a lesser percentage loss. We may then be bedevilled for a month or so with the Greenberg's and Kumar's of this world making a few dollars spinning stories with their "told you so". DELL must go through a downward revision of its p/e status - but hopefully this will be orderly, over time. Likewise, CPQ must go through an upward revision to reflect its greater diversity, and predictability of earnings, the development of AV and the steady but progressive increase in its shareholder dividend. CPQ needs a p/e upgrade of about 7. DELL needs a downgrade of about 25. The odds are on more carnage on Tuesday, but I have a sneeking suspicion that the initial reaction to DELL on Tuesday will be relief and we may get a sympathy pop in CPQ's price. If we do, I would not bank on it lasting and would trade out of CPQ again. ****OT******* Thanks for the league table link. Liverpool were dreadful yesterday. I may have to come out of retirement to play for them.

To: Aitch who wrote (48038)	2/14/1999 5:30:00 AM
From: rupert1	Read Replies (3) \| Respond to of 97611

Aitch: That compression of the world's population exercise was interesting. But why did nobody in the village have a computer? Statistically, one person would have owned at least a percentage of a computer - maybe a keyboard. Your analogy reminds of another - that if you gave everybody in the world standing room only, the whole world's population could fit on the Isle of Wight, which is a small island just off the South Coast of England below Bournemouth. (What would a US equivalent be - one of the smaller Hawaian islands?)

To: Aitch who wrote (48038)	2/14/1999 9:04:00 AM
From: Lynn	Respond to of 97611

>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. Well said. At times in the past it has seemed to me that some investors consider it an individual contest between CPQ and DELL shareholders. The focus has been on the price appreciation of one stock over the other and some people have made it clear that an investor can only take one side, putting money in DELL or CPQ but not in both. As I have said a few times in the past, the one thing that has kept me from buying shares of DELL [but not via the sale of any CPQ shares] has been its valuation. As I have said, its PE gave me nose bleeds--I was too chicken. When the DELL blood-bath ends, and DELL finds a stable base, I just might pick-up a few shares. BUT, I do not anticipate obtaining some of the fabulous gains shareholders in the past have seen. Lynn