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Technology Stocks : Compaq

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To: John Koligman who wrote (87486)12/6/2000 11:53:12 AM
From: Elwood P. Dowd  Read Replies (3) of 97611
 
John... I'm certain that Capellas is hanging his hat on increased high-end server sales. As to the DELL article, could be so much more smoke from Michael and shouldn't impact this Q that greatly even if there were any truth to it. One gets the feeling that if CPQ meets or beats the estimate this Q but doesn't sell as many pcs as expected that the stock will get punished anyway. CRAZY! Has anyone seen today's report on the downgrade. Wonder if it is supported by facts or based entirely on speculation. El
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