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Technology Stocks : Compaq

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To: Robert Voigt who wrote (9278)11/21/1997 10:53:00 AM
From: PCSS  Read Replies (3) of 97611
 
On the Talking Stocks segment on CNBC, Bloom of Friend Vilas-Fisher TRust just said:

- CPQ was one of their largest and most favorite holdings and he i very close with the company,

- CPQ is wrongly suffering because of Asia concern BUT that Europe and the US more tha compensate for this perceived Asian weakness,

- He sees CPQ at $85-90 within the next 12 months

Joe Kiernan believes CPQ and DELL are suffering (wrongly and knee-jerk reactionally - "people leap before they real/analyze and understand") today because of MUEI's earnings warning.
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