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Technology Stocks : Compaq

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To: g_m10 who wrote (11725)12/18/1997 7:19:00 PM
From: hpeace  Read Replies (2) of 97611
 
boris, the split vote that could have blocked it was dec 12th.
the rapid move to yr 2000 problems have Info tech moving to retool all their pc's. It's not that older pc's all have a y2k prob. but they are moving to re-engineered relational databases and systems in all sectors. Some of these re-eng solutions are net pcs.
buying will not stop.
15% growth for 1998 is a massive amt of pcs for the top 4.

we just need 1 q reports to rocket pc sector

asdl will have nothing to do with what businesses have to do and retooling pcs. we'll buy for other reasons and asdl will happen when it happens.
the pc prices are dropping fast on home front so retail will do well too.

go read the nopvember and december posts on cpq thread...
same thing..the bears and those who now nothing posting that we are tanking in 1998 and me saying we aren't tanking and outlining reasons.....

who course those who said we were tanking said " we are tanking becasue we are tanking"
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