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Technology Stocks : Compaq
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To: Night Writer who wrote (46524)2/1/1999 2:46:00 PM
From: John Koligman  Read Replies (1) of 97611
 
Hi NW, thing is, if past history is any guide, that will take CPQ down along with everything else. It would be nice for CPQ to get that 'IBM sheen' to it and trade like big blue. Maybe that will occur when the street stops making CPQ/Dell comparisons and starts focusing on CPQ/IBM. In the interim, if the Dell hysteria keeps up they may actually catch IBM in market cap. It also looks as if the days of Dell doubling CPQ's market cap are coming back...

Regards,
John
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