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Technology Stocks : Compaq
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To: MIKenn who wrote (11968)12/22/1997 5:04:00 PM
From: John Chen  Read Replies (2) of 97611
 
Kenneth, Re:pathetic close. It's UP 1 1/8. Really not that bad.

Just hope the 'commodity scenario' comes slowly or CPQ knows how
to handle it.

The Tandem deal should be a long term plus. It has a buy-in effect
for the corporate buyers. It has that feeling (perceived or not) that
CPQ has the right technology in the whole spectrum, especially now
that SUNW/INTC are in agreement on 'merced/solaris'. We may thank
CPQ management for the 'vision'.
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