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Technology Stocks : Compaq

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To: S.C. Barnard who wrote (13680)1/20/1998 9:44:00 AM
From: secrus2  Read Replies (2) of 97611
 
For short-term (to end of feb) may be because strong earns reports. But for IBM, CPQ and others will see today.
For mid-term (mar-apr) remember about ordinary business cycles in Q1 for major companies but it'll be named as "Asia flu". As result we'll be downturn there.
It's my mind.
What do you think about Merrill current forecasts ? I don't understand how can they estimates 1999 now. They don't have significant data for it.
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