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Technology Stocks : Compaq

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To: geneh who wrote (6436)10/10/1997 7:56:00 PM
From: Spots   of 97611
 
I'm afraid we're beginning to sound like the Dell thread a bit.
Expectations are high; let's be careful to be realistic. We've
got good numbers right now. I'm inclined to protect the downside
myself (not preaching this, just telling the way I feel about
it). That or be prepared to ride out a decline.

After the CPQ CFO speech and later follow ups, there's
a lot of expectation in the numbers already. "Buy on the
rumor, sell on the news" isn't a bad idea to keep in mind,
for all it's overuse.
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