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Technology Stocks : Compaq
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To: John Koligman who wrote (86846)11/15/2000 12:12:20 PM
From: Tony Viola  Read Replies (2) of 97611
 
John, Elwood, CPQ should gradually get affected less with every PC forecast, up or down (most of them down lately), as the enterprise parts of the business gets recognized more as the big money maker. Unfortunately, for now, every analyst and his uncle thinks he can analyze the PC biz. They tend to leave the enterprise products alone more because the data is harder to get and they don't understand the products. JMO.

Tony
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