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

To: Elwood P. Dowd who wrote (57256)	4/12/1999 11:58:00 AM
From: Frederick Smart	Read Replies (3) \| Respond to of 97611

Great Time to Buy Compaq.... Posted this over on the Novell thread where I have a major commitment and position...... To: PJ Strifas (26618 ) From: Frederick Smart Monday, Apr 12 1999 11:54AM ET Reply # of 26621 Great Time to Buy Compaq.... >>Hey, let's face it, we all knew last year that '99 was going to be a "slow down" year in PC purchasing as companies began to focus wholesale on their Y2K problems. These earnings warnings are just the beginning for the computer industry -- right now it's hitting the hardware makers, next come some of the software players and lastly will be some of the service companies (that don't have a Y2K battleplan to sell to it's customers).>> Compaq's price already reflects the worst of these fears. Compaq has been a solid partner for Novell and they are laying an incredible foundation for the future as THE hardware/infrastructure enterprise partner of choice. I'm in for 1000 shares @ $24. I love when there's blood in the street. Bye... ========================= I'm new to this thread, but for those who think Compaq's dead money right now, I'd think very hard about it before you sell..... Compaq's been selling off on this information for weeks. This is a major capitulation. Great time to buy! GO!!

To: Elwood P. Dowd who wrote (57256)	4/12/1999 12:04:00 PM
From: Kenya AA	Respond to of 97611

El: That was Phil Schettewi - he's been a CPQ bull forever. I don't know how anyone can "recommend" buying CPQ right now without even hearing the CC as well as finding out what the poop is regarding the other boxmakers. I would be verrrry skeptical about what analysts may say at this particular juncture - they have their own agendas and portfolios to protect. K PS: I'll look for that FATB mention in TSC for you.