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Technology Stocks : Digital Equipment Corp. (DEC)
DEC 15.41-2.7%Dec 8 3:59 PM EST

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To: hpeace who wrote (3023)3/7/1998 9:32:00 AM
From: yard_man   of 3276
 
I read it, steve. Blowout 4th quarter causes bad 1st quarter? Interesting. Sure it's not just their accounting or "channel stuffing."

Re: they could do all kinds of things and still be tanked -- CPQ is talking about break-even quarter, right? Maybe there's a good reason for the stock being down or going down a little further.

Glad you have done well with CPQ and that this is no big deal. I think by itself, I would agree with you. INTC preannounced also, though. I'm no PC analyst and your experience in the industry is well-known, but I think these may be the warning signs of a real slowdown. We'll have to wait and see. Next quarter will tell whether this is a blip or a shift.
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