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Technology Stocks : Compaq
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To: robbie who wrote (17134)2/9/1998 10:29:00 PM
From: Captain Jack  Read Replies (1) of 97611
 
Robbie-- re: <looks like some people think otherwise> CPQ rises when INTC, AMAT, SUNW and the NAS fall indicates more than "some people think otherwise". As time goes on the negative comments like "two years to integrate the two companies..." will become even more over run with the positive we are seeing now. Most of the street has realized just how good the DEC deal is so some are mumbling about Tandem. How much Tandem is worth relates to how much CPQ can make on that deal over a long time. I think $4 bil will look cheap in a short period. No matter, the price has risen and we all seem to want a pull back to 32 - 34 to add a little more. Even at 32 a MULTITUDE "of people seem to think otherwise" if the share price can be used to judge that sentiment...
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