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Technology Stocks : Compaq
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To: Piotr Koziol who wrote (84655)9/7/2000 5:30:43 PM
From: Andreas  Read Replies (1) of 97611
 
To Piotr;

While IDC is stating that pc demand is expected to be up, there have been no fewer than three (3) analysts who have stated that pc demand is dropping. Ashok Kumar is one who used "decreasing pc demand" as one reason to downgrade intc. So who do we believe Piotr? For me, I believe IDC who, unlike the analysts, has no particular agenda.

By way of example, I think we should all pay homage and bow to the venerable Gardner at SSB who downgraded cpq in july and reduced his price target from 40 to 25 due to "channel stuffing".
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