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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (78152)2/14/2000 5:08:00 PM
From: Night Writer  Read Replies (1) of 97611
 
El,
When was the last February that you saw CPQ go up? It is always down in February. It will almost always be down in February. If history means anything, it is not going to do anything until March. This is the first 1Q that Compaq is not clearing large inventories. The 1Q will be better then historic 1Qs. The impact of new products will start showing in 2Q. The turn around ain't gonna happen over night.
NW
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