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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (67880)9/24/1999 1:31:00 PM
From: PCSS  Read Replies (4) of 97611
 
An analyst on CNBC in response to a CPQ questions said that:

1) CPQ doing very well in the server area

2) Mgmnt team is untested

3) Still unsure about CPQ's inventory/logistics solutions, which are much needed

4) Price now is right until #2 & #3 are known

5) Would have a little CPQ now but wait for a pullback before he loads up

Michael
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