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Technology Stocks : Compaq

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To: eDollar.com who wrote (357)10/24/1996 1:34:00 AM
From: michael c. peterson   of 97611
 
Chinmoy,if people that are buyiny CPQ at these levels knew that the company was facing the kind of margin presure that put and shorts know they would sell tommorow .I am talking about servers too.The only way they keep up the eps momentum is they become a monopoly like INTC ,or MSFT and I don't see anything in there 10q or 10k to suggest they will become a monopoly . Hey you guys are seasoned investors you know there will be cos. coming out of the woodwork to get a piece of the pie.Look at the chip market there use to be only a handful of co. getting the big bucks but when other players found out how lucrative it was they said hey why should we let them make all the mulah.Just in the last few years the number of cos. that s in the PC and server bus has increased a lot(don't have the figures so you will have to take my word for it). I admit CPQ has suprised me last two Q"s but they are whistling past the graveyard ....You can put DELL and GATE in the casket <G> Good Trading MP
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