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Technology Stocks : Compaq
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To: John Koligman who wrote (8719)11/8/1997 7:28:00 PM
From: Keith Howells  Read Replies (1) of 97611
 
John I attempted to follow the link to Barrons you posted earlier but apparently you have to subscribe to be able to access it. Did the guy ever cite any hard evidence in his article that CPQ was not making any money on the low end machines or was this his conjecture? By the way, when I was involved with CSCO earlier this year there was a guy, can't remember his name, that said the same thing about them - won't make money, big slowdown in networking etc.. They bottomed in the high 50's but this dude said they were headed to 35. Was quoted in Barrons and had an interview on CNBC. Market paid attention - for a short time. After a while they ignored him. Sometimes I question the motives of thes people. -Keith-
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