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Technology Stocks : Compaq

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To: George Elliott who wrote (83038)6/29/2000 4:16:00 PM
From: JDN  Read Replies (1) of 97611
 
To all: Well, if you didnt sell already you probably wont. So I suggest we await the quarter earnings report. If the SSB analyst is correct, then in my judgement the quality of leadership at CPQ leaves a lot to be desired. Considering their history this past year or two it would be a major stategic blunder to overfill the channel and lay themselves open for the same criticisms as the past. If the analyst is wrong stock ought to rebound at least to the 30ish level. JDN
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