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Technology Stocks : Compaq
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To: Roads End who wrote (35527)10/30/1998 1:39:00 PM
From: robbie   of 97611
 
Steve....20's could happen but I think it would be due to market conditions in general rather than company specific. I think things are rolling right now and management has some cushion left over from last quarter to beat the estimates handily. Also, while in Fla last week I picked up a USA today. There was a big article about Compaq and Dell in the business section. I don't know if anyone talked about it here on the thread but a couple of people in the know stated that inventory problems were all but licked.

Robbie
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