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

To: Night Writer who wrote (56001)	4/7/1999 11:51:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

NW --- some dude named Mark from NAM Investors was just on Bloomberg. Stared DELL will say they are moving from just being a box maker at tomorrows meeting. They will also talk of how ecommerece will make them more profitable. He said DELL had 2 good months this qtr and CPQ only one simply due to the months being reported in their qtr. He said CPQ is the better buy right now--- I'll just wish I had a boatload of YAHOO when it runs on there report tonight,,, and hope NSOL runs with it ...

To: Night Writer who wrote (56001)	4/8/1999 11:06:00 AM
From: G. H.	Read Replies (1) \| Respond to of 97611

Hello N.W., I like the term ( Bottom Feeders ), I do fit that description but have never used it, until now. FWIW, I bought in on the 5'th and will buy again in a few days. My take on things, from a technical point of view, follow the link. Fundamentally I like the direction that E.P. is taking the company, and I might add that he had the vision to diversify back with the Tandem and Digital purchases. IMO, CPQ is ahead of Dell and this will make itself known by Y2K. So while it may be painful to some here to watch this slide, you need to look a little farther out and see where things are going. Message 8707679 Take care out there A Bottom Feeder......... Henry