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

To: rupert1 who wrote (53207)	3/13/1999 8:03:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

victor... I sure admire your ability to be so positive and upbeat at this time. Wish I shared your feelings and believe me, I sure hope that you're and I'm wrong! El

To: rupert1 who wrote (53207)	3/13/1999 8:15:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Fom the Yahoo Zoo... COMPAQ RECOMMENDED IN THIS WEEK'S BARRONS BY PAINEWEBER'S Chief Investment Officer Edward Kerschner.

To: rupert1 who wrote (53207)	3/13/1999 10:07:00 AM
From: hlpinout	Read Replies (1) \| Respond to of 97611

victor, IMO, if what you say is true (and I have considered it), then CPQ should hit their numbers as they have taken the loss in account. If the original estimates were based on the assets at the time, and CPQ has made new acquisitions and agreements since Q4, either CPQ should smash the numbers (as they have not changed significantly), or one must question the reason for the deficit or inability to exceed the estimates. Please help me if I'm missing something here. In a normal situation I would give less credence to some of these articles but I have much less confidence in management's ability to lay the cards on the table and confide in the market. I will re-evaluate my thoughts as more information unfolds and of course, Q2 earnings are revealed. hio