Compaq Message Board - Msg: 3218878

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Richie who wrote (14312)	1/21/1998 10:07:00 AM
From: John Koligman	Read Replies (1) of 97611

I don't watch CNBC much anymore, but tuned in to the Mason interview. One of the reasons I bought this stock and put some relatives in it is the play on enterprise computing. Mason reiterated Compaq's emphasis on the enterprise, and said they are aiming for 50% of their sales to come from the enterprise space by Y2K. That should continue to help the margin side of the story, and also the continual comments about 'a commodity box maker'. Stock is doing okay so far today. Good luck everyone! John PS - They are also up to 6.8 billion in cash and securities, once again, not bad for a so called 'commodity box maker'....

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next