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COMPAQ - WHAT'S LIES AHEAD ?!?

An SI Board Since February 1999

Posts	SubjectMarks	Bans	Symbol
17	0	0	CPQ

Emcee: GNB	Type: Unmoderated

Introduction Market Data Compact

The purpose of starting a new thread on Compaq computers is to attract purposeful and useful discussion on the future of the world's Number #1 PC maker.

I would like to propose that only interested investors participate in discusssion on this "thread". Another words, if you don't have something meaningfull to say PLEASE refrain from distracting those that do. No one cares whether you are short on CPQ or own DELL or Gateway ( BTW, I own all three). Petty comments and gossip are a waste of our time.

First let me say that I am long CPQ. I managed to get in in the mid $20's and I am satisfied with the returns realized so far. Further, I am of the opinion that the synergies soon to be realized from the aquisition of Digital will enhance shareholder value. I believe that CPQ is undervalued relative to the other "box" makers. This, I believe is attributable to the analysts/market being unable to access the value of the combination of CPQ/DEC. This uncertainty is the basis of opportunity in the stock market. The window of opportunity will narrow once the speculation becomes a reality.

Let's begin a meaningfull discussion on the the future direction of Compaq !

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
17	cards.amazon.com	Jimbo Cobb	-	4/27/1999
16	CPQ AND ITOY NEWS! biz.yahoo.com	OFW	-	3/3/1999
15	Think so? Hummm... you just might be right. Lynn	Lynn	-	3/2/1999
14	Lynn...I'm afraid the original title/interpretation seems to be more applic	Jimbo Cobb	-	3/2/1999
13	Rudedog, Thanks for your comments. I will keep them in mind. Kevin	Lbags	-	2/23/1999
12	<i>What is your take on Dell's Q4? </i> I was surprised at the	rudedog	-	2/22/1999
11	Rudedog, I maintained my position (like I posted) and lived to regret it. Unf	Lbags	-	2/22/1999
10	Kevin - <i>. I for one, as a Dellhead, will maintain my position through	rudedog	-	2/22/1999
9	OT to GNB First, I am only posting this to the thread because you do not a	Lynn	-	2/19/1999
8	Nice thread. I believe CPQ will likely solidly beat estimates this quarter and	Michael Young	-	2/16/1999
7	GNB, Congratulations on your timely sale. I wish you well with your CPQ inves	Lbags	-	2/13/1999
6	Kevin- You're right on and my salty old baseball cap doesn't taste too	GNB	-	2/13/1999
5	"Bye Bye DELL ! Hello Compaq !" Now that's a purposeful and usef	Lbags	-	2/13/1999
4	Bye Bye DELL ! Hello Compaq !	GNB	-	2/12/1999
3	Patient investors will be rewarded by their holdings of CPQ. Current market pr	GNB	-	2/10/1999
2	I am so glad you started this thread because I was getting real tired of OT dis	Brian McHale	-	2/10/1999
1	GNB, You might want to change the title. The pun is very tempting....!!	HG	-	2/9/1999

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