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Technology Stocks : Compaq

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To: hpeace who wrote (12415)12/31/1997 6:56:00 PM
From: Jorge  Read Replies (1) of 97611
 
Steve....Thanks for the1991 crash data.....I agree, from all I have read, 4th Q should be very good......Just read an article on Microsoft Investor, came out today. Said companies like CPQ will benefit from the Asian crisis - lower cost internal parts, higher margins......I also read IDC lowered their projections for computer growth in 1998 from 17% to 13 1/2%.......IF this is true how might that affect CPQ and their stock price?....Any thoughts?.............George
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