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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (62808)6/10/1999 9:25:00 AM
From: DRRISK   of 97611
 
El,

If Asia is reflected in them then we might meet. I think that is the best case scenario. If they will not meet then I expect a huge write down that will obscure the earnings and send a message to WS that this is it. IMHO, this is what they are trying to get their hands around and decide. They can not drip and drab anymore the Street will punish them severely if they do. Clean house take the hit if you have to. All FWIW El. Either way we go higher.

DrRisk
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