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

To: Jim McMannis who wrote (59143)	4/21/1999 12:51:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

Jim--- No one wishes an AV IPO more than me BUT this may not be the time. AV shares would trade much higher than CPQ at this point... but if they do nothing we shall be in the 20s for a looooonnnnggg time. I must hope they know much better than I and will put it out at the best time (although that time MAY be quickly approaching) and not wait until the I-NUT bubble bursts. At this point I want to see CPQ increase substancially and quickly,,, neither I suspect will happen BUT if AV can assist that goal in ANY way let it happen... I am not sure how much good $1 - $2 Bil will do them any way--- depends on what they ultimately do with the cash--- If I for one received enough to cover my CPQ loss from AV right now I would bail them both which Rosen surely does not want to happen to farther depress the CPQ price. IMO AV will sit or die until the share price rises quite a bit...