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Technology Stocks : Compaq

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To: John Koligman who wrote (6498)10/12/1997 10:26:00 PM
From: Dave F   of 97611
 
with compaq beginning the direct sales model and with the necessity
for not antagonizing the vre and channel people too much, is this the
right time for cpq to make a higher offer for gateway that will allow
direct sales with the gateway brand and ease "compaqs" into it? the 4th
quarter will take care of itself (always 30-35% higher eps than third)
and gateway will allow for a very powerful first half of 1998 (not to
mention tandem integration)??
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