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

To: Elwood P. Dowd who wrote (52430)	3/9/1999 10:15:00 PM
From: Captain Jack	Read Replies (3) \| Respond to of 97611

EL--- as each day passes and the price drops (5 1/4% today ugh!) I feel just as confident on the year as ever,,, but not on the qtr. A bit of a release would be nice,,, but may not work anyway--so leaving Morgans statement alone is probably best--- except to take his options away for the year. If INTC does not pre-warn pc sales may be better than now expected. The cheap computer buyers may take an AMD by default,, but all high end users want the real thing. Yes-- more downside is coming. No news is bad news for this stock. It does not smell rotten to me ;-] looks like CPQ is being played by traders and institutions as well. If pf is telling the truth and RPS is beat to the upside it will take a little run. IMO we will see pc sales up through year end..

To: Elwood P. Dowd who wrote (52430)	3/9/1999 11:39:00 PM
From: J.Maz	Read Replies (1) \| Respond to of 97611

El, Saw this post on the QNTM thread on Yahoo tonight. Thought I'd share it with the thread. Hope you all had a nice evening. JMaz "The overly optimistic euphoria of a few weeks ago is over by: westelk CPQ is forcing AMD into bankruptcy (although AMD's stupid management is just as much to blame). When CPQ has to go back to INTC because there are no next generation chips from AMD, does anybody think INTC won't remember who crushed margins? AMD's K7 goes away from the current architecture. Think MSFT is going to have resources to fix windows2000 (or is that windows2001?) to run on the new architecture? When AMD falls, CPQ falls ... and stability returns to the tech world. Does anybody else wonder why Sanders at AMD thinks the SYQUEST business model works? (Sell your product at a big loss, and make it up on volume). CPQ looks to be trying out the same model--they've ruined their margins (and reputation) with the AMD strategy."