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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (86382)11/5/2000 8:46:11 PM
From: rudedog  Read Replies (1) of 97611
 
El - interestingly enough, CPQ and DELL have been not only decoupled recently, they seem to move in opposite directions for the most part. Still, I think a weak DELL report would cause a temporary downdraft for CPQ - but who knows, it could have the opposite effect if people think that weak DELL revenues are because of CPQ, especially since CPQ has been pretty bullish on revenue and pretty much knocked the cover off the ball last month.
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