Compaq Message Board - Msg: 3061926

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Technology Stocks : Compaq

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To: Dulane U. Ponder who wrote (12285)	12/30/1997 6:23:00 PM
From: Harry Landsiedel	Read Replies (1) of 97611

Dulane U. Ponder. Re: "I guess big buyers are holding out for the earnings announcements." I think your right. There has been so much misinformation out there on each of these companies. Intel's margins are tanking due to the sub 1k computers and CPQ is stuffing the channel among other things that there are alot of people on the sidelines. IMHO CPQ's 4Q will be good. Intel situation is less clear and conservatism may be warranted until earnings and guidance are in. Bought some more CPQ today. Everything else I own went up. That's the breaks :( HL

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