Compaq Message Board - Msg: 3215230

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Technology Stocks : Compaq

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To: Jimbo Cobb who wrote (14181)	1/20/1998 8:43:00 PM
From: Mark A. Palma	Read Replies (2) of 97611

TO ALL: IBM's earnings were definately hurt by especially CPQ, DELL, and the other PC players. IBM is taking a terrible hit in their PC division, and CPQ and DELL are gaining more and more market share! CPQ new what is was doing with all of the price cuts and the sub 1000 PC. This was done to increase market share and thus decrease market share of companies like IBM. I believe CPQ's management knows exactly what they are doing and I expect a blow out quarter in the morning. My projection is for somewhere between .95 and 1.00! After tomorrow morning the speculation will be over about the sub 1000 PC and how it is actually helping CPQ and not hurting them. Remeber again, this is only one segment of the overall business for CPQ!!!!!!! I for one don't see IBM's earnings as a bad announcement for CPQ and I expect atlease a 5 point move tomorrow. Good luck to all!!!!!! Mark A. Palma

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