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Strategies & Market Trends : Shorts waiting to happen
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To: dppl who wrote (649)9/3/1996 6:45:00 PM
From: Peter Shaw   of 852
 
It seems to me that Compaq's recent price cuts will hurt their margins more than the competitors who turn inventory at twice their rate (Dell specifically). To battle Toshiba in laptops their cannabalizing their returns as well. Put it all together and the technical picture reflects the impending correction in the stock price. I think 52 seems about right... any other opinions?

Cheers,

Peter Shaw

PS My $ is where my mouth is with Oct 60 puts purchased today!
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