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Technology Stocks : Compaq

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To: gordon rundle who wrote (17607)2/18/1998 9:13:00 PM
From: John Koligman  Read Replies (1) of 97611
 
Yes, this stock has been hard to call, to say the least. It's frustrating when HWP misses estimates for what seems to be like two years in a row, yet the stock goes up today, while CPQ's goes down. It's been like this ever since the fall earnings report, at which time CPQ beat estimates, but started going down, and has not yet recovered to it's fall highs. CPQ last year (until fall) used to be right at the head of the pack when the market ran, but no longer. Let's hope it catches fire again soon. With the market hitting new highs one worry I have is that we get left behind as the market soars, then take it on the chin as it pulls back!!!

John
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