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

To: Captain Jack who wrote (55031)	3/28/1999 11:05:00 PM
From: Harry Landsiedel	Respond to of 97611

Captain Jack. Re: "the recent drop (this is NO dip) needs some good news to return it to the point of Mason's famed statement." I agree. My point was that the press doesn't necessarily "get it", particularly when the situation is complex and takes time to resolve (e.g. the Digital/Tandem purchase). I agree with the poster who pointed out that cpq could need several quarters of earnings visibility before it can avoid these sudden drops. To me the big issue is who cracks the SMB market where the white boxes have a 40%-60% share. If cpq's modified direct model can do it great. In the meantime, I would settle for some good news too.:) HL