Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elwood P. Dowd who wrote (50654)	3/1/1999 10:47:00 AM
From: Howard Feinstein	Read Replies (1) \| Respond to of 97611

El and All, I believe CPQ and the rest of the high techs have scared off all the little guys by now, and very soon the Institutions and brokerages will swoop in to buy 'em at real discount prices!! This is the way the game goes. Us little guys don't have the strength to hold on and the big guys have the cash on the sidelines! I can't believe how far the market is taking down CPQ and the rest of the techs. I truly don't believe the fundamentals have warranted this kind of hit! OMHP Howie

To: Elwood P. Dowd who wrote (50654)	3/1/1999 10:53:00 AM
From: csm	Read Replies (2) \| Respond to of 97611

El. This reminds me a lot of the Nortel mis-communication last fall. Nortel was not clear on what they actually said and the analysts assumed they meant earnings would not meet expectations. It turned out to be an outstanding buying opportunity. The day after the mess, Nortel tried to clarify what they said but they further confused the issue (sound like CPQ?). It seems to me that CPQ has only said that Jan and early Feb were below their expectations. You know CPQ better than I, *what are the chances they will clarify what was said?* Unless we get a clear warning, a la press release, that CPQ will miss their numbers then I expect they will be in the 33&cent range which will exceed consensus and move it towards new resistance at $40. Everyone is focused on slowed sales of PIIs but wouldn't PIIIs sell at a relatively high margin for the first few months? Stuart.