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

To: Kenya AA who wrote (57781)	4/14/1999 10:11:00 AM
From: Windseye	Read Replies (1) \| Respond to of 97611

K, It's a fait accompli... I grabbed an in the money LEAP call on CPQ on Monday AM... precipitious as usual. But I feel a lot better than last year at this time, in spite of weak outlook-- I can own all shares at 27 1/2 anytime between now and January and I "think" it might get over 28 by then (G?) AS far where else to put money, check out my suggestion for a comparative cyberspace metric. (smile) Doug

To: Kenya AA who wrote (57781)	4/14/1999 10:14:00 AM
From: John Koligman	Read Replies (1) \| Respond to of 97611

K, I saw the Niles interview. As I posted on the Intel thread, he did not say ONE positive thing about the company. In addition to the 'cell phone model' for PC's, he said Intel's ASP's went up due to exceptionally high yields, not product mix. He said in his opinion they missed the quarter, revenues will continue down, etc. etc. He was pretty emphatic on the stock, he said 'sell it'. Also, he did indicate that he thought that CPQ will not be the only victim of PC sales weakness... Regards, John