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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (16172)2/2/1998 3:34:00 PM
From: John Koligman  Read Replies (2) of 97611
 
Stephen, Short term it's all about psychology. I think CPQ could spurt prior to the announcement of 'the plan' by Pfeiffer in the spring, and then pop again if the plan is embraced by the street. Just like the 'mob' of funds sold this issue off last fall, they can all pile in just as quickly. Can't time it though, so you just have to sit tight and think about owning the #2 company in a growth industry for 30 bucks a share.....

John
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