Dan Niles, Bank Boston Robertson Stephens (CPQ, INTC,
HWP, SUNW, IBM, DELL)
From: Henry Niman
Date: 4/19/99
From CNBC
Time: 8:13:57 AM
Remote Name: 209.224.198.171
Comments
Dan Niles, Bank Boston Robertson Stephens (CPQ, INTC, HWP, SUNW, IBM, DELL)
Leadership changes not a big surprise. Mason had been rumored for some time, Pfeiffer more of a
surprise
Downgraded entire sector last week. Next 6 months will be tough. Downgraded INTC, HWP, MUEI
last week. Had downgraded IBM and SUNW earlier
CPQ has been worse than others in space
Ben Rosen will great in interim
CPQ needs new leadership
Market is changing because ISP's giving away free computers and there are Y2K concerns
Would hold CPQ now. Price has been cut in half
At the present time, IBM and DELL are more risky |
