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Technology Stocks : Compaq

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To: John Koligman who wrote (17804)2/20/1998 7:35:00 PM
From: Harry Landsiedel  Read Replies (1) of 97611
 
John Koligman. Re: "One would logically think that if Dell continues to hum, that the street might also assume that CPQ is doing the same..."

I agree, especially since CPQ is Intel's biggest customer and Intel had an excellent week. Intel going up and CPQ going down does not make much sense since CPQ buys twice the # of processors from Intel that Dell does.

HL
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