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Technology Stocks : Compaq

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To: PCSS who wrote (87780)12/12/2000 6:12:18 PM
From: Andreas  Read Replies (1) of 97611
 
Michael;

The fact that cpq stock price may not go down much from here is irrelevant in my books. My beef with MC lies in the fact that last week he stated that he did not see any reduction in IT spending and saw no reason to change guidance. I am not convinced that things changed that much in 7 days so as to result in a 1 billion dollar evaporation in sales. Something stinks!!
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