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

To: Key West who wrote (56124)	4/8/1999 10:18:00 PM
From: jim kelley	Read Replies (3) \| Respond to of 97611

Gene, The problem with CPQ is that it has lost its focii. Thus, I can see that they may make their number this quarter through various means that we are all now familiar with. But the quality of their earnings has been deteriorating. I expect that the deterioration will continue throughout the year. So for a short term play I think you may be on the mark. CPQ's future is not yet written but the current trends are negative. They are married to an obsolete business model. A divorce will result in a division of assets. What is really going on is HWP, IBM and CPQ along with Packard-Bell, AST, etc. are losing money on their PC's. DELL is making money in more than one way. CPQ has been able to grin and bear it because of its server business but that too now is on the wane. Regards, Jim Kelley P.S: It wasn't me.

To: Key West who wrote (56124)	4/9/1999 6:32:00 AM
From: rupert1	Read Replies (4) \| Respond to of 97611

gene piccoli: The end must definitely be nigh. gene and jim together again. Two Early Christians emerging from the Upper Room, speaking in tongues. But hark what doth they say - that the Beast, the anti-Christ, the great Channel Stuffer, COMPAQ, will meet its numbers! No not 666 but 32/33 or maybe 35/36. Hallelluia, Oh Glory! Even the Damned can be Saved. Brothers jim and gene, i prithee thee do not abstain for 40 days in the desert as thy did when COMPAQ stormed through the land from $23 to $51. Swallow thy pride. Climb aboard the Ark of Salvation.