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Technology Stocks : Compaq
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To: Kenneth R Miller who wrote (13053)1/10/1998 12:35:00 PM
From: Harry Landsiedel  Read Replies (1) of 97611
 
Kenneth R Miller. Re:Abbey Cowen on Wall St. Week. She did mention Peoplesoft but did not mention IBM. She mentioned Micron Techology. Another guest mentioned IBM earlier on the show.

On a subsequent hour with Rukeyser (here in LA), a Morgan Stanley manager mentioned being selective in technology, mentioning CPQ and Cisco specifically.

HL
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