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

To: Elwood P. Dowd who wrote (57767)	4/14/1999 9:25:00 AM
From: Kenya AA	Read Replies (1) \| Respond to of 97611

El: I have a feeling that Renay SanMiguel is going to be the one interviewing EP. <<<GROAN>>> K BTW, CPQ's RS on Friday was 54 - today it's 19. YUCK!

To: Elwood P. Dowd who wrote (57767)	4/14/1999 9:30:00 AM
From: Howard Feinstein	Respond to of 97611

Morning EL, can't wait to hear EP on CNBC explain why techs are rallying like crazy while his CPQ is just plain DEAD! Yeah, tell us all that the problem is industry wide! I say "OFF WITH HIS HEAD"!!! Howie

To: Elwood P. Dowd who wrote (57767)	4/14/1999 9:50:00 AM
From: louis mason	Read Replies (2) \| Respond to of 97611

I'm sorry, but some of you people are in dreamland. The fact is that last week this company was at 35/share and now its at 25/share- and the small investors got reamed. Why is this? maybe it's because this is a lame company without vision, or maybe they have vision but are looking down over the edge of the cliff. Sure, CPQ makes computers- but they are the Yugo's of the industry! Sound built into the board, video built into the board- sold in junky office supply stores. Oh I forgot our secret retailer- Radio Shack!... what a joke, who would buy a cheap computer from a store run by highschool idiots with the name "Shack" on the banner. "But we bought Digital", who were the stuck in the '70's anyway. "But we are partnered with AMD", another looser company with a negative PE, great comb. two looser companies in bed with each out other trying to sell Yugoputers to folks who don't know better. I know some of you hate this clarification of CPQ's products- but I would really like them to build a better machine with lots of PCI slots- and maybe something original, like DELL's idea of using the MOT PowerPC chip (also used by AAPL) to build a better Linux server box. Lets face it, just selling other peoples stuff without any good ideas of our own is a second rate leadership job... lmason

To: Elwood P. Dowd who wrote (57767)	4/14/1999 9:53:00 AM
From: Windseye	Read Replies (2) \| Respond to of 97611

Dan Niles Bank Boston analyst on INTC, CPQ, and PC market... this guy is great... fielded all comments consistent with much of what's been said here. Including PC box makers really threatened by cell phone model of free device for signing up for some kind of service... ... general weakness in INTC also in QTR2 and will affect IBM and others as well... look for struggles this year as big tech companies look for sales in other sectors besides pc boxes. Very thorough... anybody know of strong negatives in his prior analyses? Doug

To: Elwood P. Dowd who wrote (57767)	4/14/1999 10:03:00 AM
From: Windseye	Respond to of 97611

Ok folks, how about a NEW metric (g), a measure that is sensitive to absence of earnings, yet allows for comparative valuations of internet stock performance... Introducing: NET EFFICIENCY = (number of eyeball hits)/ stock price So... we get to compare how many pageviews per day per dollar spent for an internet stock, or a component of a company which is on the web. Some examples (total fabrications for illustrative, comparative purposes only): Net efficiency of YAHOO = 4 million hits per day ([wild a$$ guess]average for last 5 days) divided by $206 7/8 per share (this AM). Currently = 19,335 Net efficiency of AMZN = 2.5 million / $183 7/8 = 13,596 In the absence of earnings per share data, this measure tells us something about the comparative value of any of the companies when we know page views per day and stock price. This might help bring some stability to the ballon IPO market as well. Doug