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Technology Stocks : CompuCom Systems & spin off ClientLink, Inc

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To: michael r potter who wrote (231)10/20/1997 10:26:00 AM
From: llwk7051@aol.com   of 388
 
Interesting analysis Michael. I think at least one analyst recently stated something similiar before last earnings report. I think surge in home pc sales by Compaq helped explain what Anderson said to analyst questions in the last conference call. An analyst asked why Compaq not stronger yet with Fortune 500? Mr. Anderson as I recall said Compaq hadn't really taken advantage of Channel relationship yet and that sales growth for Compaq was unrelated to fortune 500 customers. If Compaq channel relationships do as well as their consumer business plan, I think Compucom will also see increased hardware sales next year. Either based on software growth or service growth, I think their is still a lot of value here and I remain optomistic for the future.
Robert D.
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