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

To: JRI who wrote (57912)	4/14/1999 4:43:00 PM
From: Dr. Id	Respond to of 97611

I still don't think that Ted needed to make Eckhard cry! :-)

To: JRI who wrote (57912)	4/14/1999 9:20:00 PM
From: rupert1	Respond to of 97611

John: Just saw your post as I was closing down. Very perceptive, and very interesting. You and Loki should communicate. Finally, although it will be hard slog, made worse by any market correction, I do think the share price will recover to the $30's much quicker than many here are predicting. But the very near term should be difficult and trying. I think along the way DELL will correct and undo any recovery CPQ is trying to mount at that time. Barring a market correction, I think earnings will start a mild recovery. The earnings should be higher than 15 cents. The company knows the weak points in its presentation now, and should make a better case. Hopefully we and Ted Davies have forced him to bring in some experts to deal with WS on an ongoing basis, and if WS actually learns the business the upgrades will start coming soon. A final good night. I've just got to get my sleep cycle back to normal. Besides its my turn to deliver milk tomorrow morning.