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Technology Stocks : Compaq
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To: Andreas who wrote (87777)12/12/2000 6:02:20 PM
From: PCSS  Read Replies (1) of 97611
 
I think you all are being a little harsh on MC. In the past 1-2 weeks a lot has come to light especially with in the server market - (1) MC said last week that he was seeing some weakness in the high-end server mkt, and (2) there have been reports (in WS - I believe) that it was believed that SUNW was seeing server weakness and was offering 3% discounts, and (3) we all know the the .com maket is in BIG trouble and that this server buying arena is non-existant to negative ------ THEREFORE CPQ BIG profit margin business was taking a hit.

Combine this with the already slow slow PC market

AND you have an inevitable CPQ warning

I do believe this all came together in the past 1-2 weeks.

CPQ has taken the brunt of warning by others for the past 2 qtrs, it has been beaten down, there's some reasonable chance CPQ will go UP from here.

AHT fluctuating but still @ 20.00

Michael
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