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

To: Howard Feinstein who wrote (53305)	3/14/1999 11:33:00 AM
From: Steven N	Respond to of 97611

I will enlighten you----back end loaded-----management credibility-- merced release--reseller revolt. sn

To: Howard Feinstein who wrote (53305)	3/14/1999 12:18:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

Howie: Don't ask me, ask those who sold. I can't find anyone who recommended a sell, can you?

To: Howard Feinstein who wrote (53305)	3/14/1999 12:18:00 PM
From: Kevin A. Lynch	Read Replies (2) \| Respond to of 97611

"Why The Hell" did the stock drop over 40%?? Are my missing something here?? A stock just doesn't drop over 40% when things are going well!! Dell is off 32% (are they a sinking ship?), It is true on a relative basis we have dropped more; however, I am not ready to concede.... I think the market has overreacted and come Dec. this will not be a topic of discussion. And hasn't the market fully ignored the Alta Vista spin; surely most would agree the DEC acquisition it starting to look like a bargain. I see Alta Vista garnering a market cap of 4 to 5 billion. The market compares CPQ to Dell, but we are setting sites on IBM. Regards, Kman