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Technology Stocks : Compaq

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To: Dale J. who wrote (20114)3/6/1998 9:00:00 PM
From: Todd Kernke  Read Replies (2) of 97611
 
price wars are done to dump inventory, probably a great time to short DELL on it's next run up (plain commonsense, they'll eventually feel the heat of the price war, give it time.)

As I previously stated, it's time to focus on the new marriage and who CPQ's new competition will be and how they'll compete.

Trust me, things could be worse, this has been expected from most since OCT '97
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