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

To: Elwood P. Dowd who wrote (50639)	3/1/1999 10:27:00 AM
From: John Koligman	Read Replies (3) \| Respond to of 97611

Elwood, I would tend to prefer buying the beaten up gorillas first, with Cisco a prime candidate, along with EMC. I would only buy CPQ at this point (again based on recent past history and performance) if the stock became a compelling value in view of the risk involved. In my mind, that would probably be in the mid twenties. There is just no reason to chase it based on it's trading history and management's performance lately. I do think EMC especially is a much better story, and there are just too many other quality issues around. Until EP and EM put together a better story as told by stock performance, CPQ is a trading stock as I see it. Best regards, John

To: Elwood P. Dowd who wrote (50639)	3/1/1999 10:58:00 AM
From: Lynn	Respond to of 97611

>CNBC just said that CPQ cut prices on notebooks. This does not surprise me, but I'll take a look at CPQ's site once I can access it to see if the Armada's have been slashed enough to change the decision I made last night--to buy a Dell or Gateway because I was not interested in a Presario notebook, the Prosignia line did not offer what I want, and the Armada line, that has the add-ons I want (mini or full docking station and a few other things) made the notebook W_A_Y more than I am willing to pay. Heck, the base price alone is too much. The keyword today for notebook buyers is, "multimedia." Dell and Gateway stress multimedia and CPQ does not--which came as a real surprise to me, especially for the Prosignia. Adding a good $1,000 to the base price of the 366MHz Dell Inspiron 7000 ($2,999) and Gateway Solo 9100 LS (around $2,700), I'm under $4,000. I could tell I would be WAY over this getting what I want with an Armana--so I didn't even bother changing options to get a final price. Base price of $4,899? CPQ better take a hard look at what their competitors are offering in notebooks today because what the others offer is what people want. In me, they had a local customer who was planning to buy a CPQ notebook and would have been willing to pay a little more to get the bells and whistles I want that a slightly cheaper, similar notebook from Dell or Gateway. Customer loyalty be damned when it means paying a good $2,000 more. Lynn