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Technology Stocks : Compaq

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To: Tony Viola who wrote (84808)9/19/2000 3:42:09 PM
From: MeDroogies  Read Replies (1) of 97611
 
Unlikely that rate hikes, or oil, would take the starch out of these companies.
They don't really have heavy energy costs, and they carry very little debt. Most tech financing is done via the market.

The worst you could say is that their clients will suffer, which might cause them to curtail spending. However, since these companies market themselves in the "improved productivity" arena, I would guess that higher external costs would lead their clients to look to improve earnings via improved productivity.
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