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

To: Jimbo Cobb who wrote (49906)	2/26/1999 11:03:00 AM
From: rupert1	Read Replies (4) \| Respond to of 97611

Jimbo: I have bought this morning. Saving some cash in case there is further slippage. (But my uninformed guess is for a close of $37 today). My take (on the basis of very little knowledge so far). Other analysts will be in a quandry. They may want to reduce earnings epxectations but even with reduced earnings expectations CPQ is a much more attractive investment now than it was yesterday. I said last week that $35 would bring a lot of upgrades. I think this may still be the case but they have to struggle with EP's words - whatever they were and in whatever context they have to be interpreted. CPQ will be at least 30% higher in 6 weeks.