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Technology Stocks : Compaq
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To: Leo Francis who wrote (1231)12/14/1996 7:42:00 PM
From: hpeace   of 97611
 
Leo..I don't disagree that cpq is the best bet..I said they have 5 aces in their hand....but, it your statement that you don't see a shakeup coming.
the shakeup is coming.. cpq always tanks during this then comes back strong. and in fact ends up with greater market share bec. weakies are out..

So, it's your not seeing a shakeout..that confuses me.
Cpq has 5 aces..nothing will beat that.
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