Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TigerPaw who wrote (61184)	5/12/1999 9:40:00 AM
From: tonyt	Respond to of 97611

Early trades: 26 7/16; up 1/4, vol 2MM in 8 min

To: TigerPaw who wrote (61184)	5/12/1999 9:44:00 AM
From: rupert1	Read Replies (2) \| Respond to of 97611

Seeing a lot of nice ads in the quality British press for COMPAQ portables. " UNZIP THE OFFICE (Nice pic of notebook and carrying case) The portable The Compaq Armarda 1700 all-in-one-notebook is the ultimate business portable. Its integrated AC adaptor, CD-ROM and floppy disk drive mean you carry less The Offer Unzip it before the end of June and it comes with free Microsoft AutoRoute Express 2000 GB route planning software. We'll even give you the case to zip it all back into. Call now before it zips by 0845 270 4747 COMPAQ Better Answers www.compaq.com (Snall print: 1700 with 13" screen 24x CD unit, 4GB HDD, £1445 ((£1,6978.88 includign VAT (sales tax). $2,338.88 or $2,747.68

To: TigerPaw who wrote (61184)	5/12/1999 8:23:00 PM
From: rudedog	Read Replies (2) \| Respond to of 97611

TP - Customers who like their current distributor will in all likelihood not change. What does change is where those distributors go for product, and what happens to their margins. Since more than 80% of CPQ's channel product already went through the 4 selected partners, the impact is not as great as you think. The current turmoil is less confusing than the last 6 months of EP's tenure, at least to me. While I agree that CPQ will not be "safe" until more of the new program gets implemented, I also think that the stock will be in the 30's by that time. So someone who likes CPQ's long term prospects would probably do better to add sooner rather than later.