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Technology Stocks : Compaq

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To: JOHN A. who wrote (20164)3/6/1998 10:53:00 PM
From: Elroy Jetson   of 97611
 
I think you'll often find that sellers through Instinet or after-market trading on the PSE would have received better prices if they had waited for the following trading day. There should be a bounce.

That said, I think CPQ has a difficult transition ahead of it - from a high cost box maker to a computer services company that offers enterprise solutions.

Its now pretty obvious why Intel's sales were off this quarter, as had been widely supposed in media coverage. I sold my CPQ on thursday 2/26 after the price eroded so badly. The writing on the wall doesn't get more plain than that.
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