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Technology Stocks : Compaq
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To: hpeace who wrote (10627)12/9/1997 6:32:00 PM
From: John Koligman  Read Replies (2) of 97611
 
Steve - Good point! Not sure I understood your update on Oracle to me, I was saying that I think the main reason they got clobbered is the license revenue - they are essentially showing no growth. By the way, do you have any thoughts on CPQ margins this coming quarter? I can't think of anything but margins as to why the stock has not moved (and maybe why it appears to be undergoing distribution by the big boys).

Thanks,
John
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