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Technology Stocks : Compaq

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To: werefrog who wrote (8674)11/7/1997 4:14:00 PM
From: StockMan  Read Replies (1) of 97611
 
The intel news about the inventory correction, should be bullish for the top 4 box makers including CPQ (i.e no slowdown in pc demand)

That and the migration to pentiumII should enable CPQ and others to gain more marketshare from the tier 2 vendors.

Stockman
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