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

To: Kenya AA who wrote (59237)	4/21/1999 6:13:00 PM
From: Jimbo Cobb	Respond to of 97611

Hey, stop trying to tarnish GE's image !!!!!!! I own a boatload full of long-term GE shares, and I don't want anyone comparing it to FATPIG.COM.... jajajajajajajaja Jimbo.

To: Kenya AA who wrote (59237)	4/21/1999 6:22:00 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 97611

Well, IBM's Q1 results (plus Dell's positive statements of a few weeks ago) show EP's statements about an industry wide PC sales slowdown (particular in the corporate market) for the excuse that they were. More significantly, services and software brought in 37% of IBM's revenue and contributed 60% of IBM's profits in Q1. IBM "views services as the binder that holds all of the software, hardware and other products together and allows it to act as a one stop shop for corporations". That's what the DEC acquisition was supposed to do for CPQ. IMO, CPQ has gotten too large, fat and sluggish to compete with DELL and others in the PC market, and has yet to grow up in the enterprise markets that IBM (now) seems to execute so well in. Hopefully, CPQ can find their own Gerstner to get CPQ back on a fast growth track. In the meantime, IMO the stock is dead money for the next 6-9 months. I'm now "sans CPQ" for the first time in three years. David T.