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Technology Stocks : Compaq

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To: Mohan Marette who wrote (18194)2/26/1998 2:03:00 PM
From: Roads End  Read Replies (1) of 97611
 
Mo...As a client of SB I receive weekly a copy of the Portfolio Strategist published by SB. In the first place their coverage of CPQ is only token. The down grade was a 2 to a 3 out of five, so you can see they were never much support. Richard Gardner's phone # is 415-951-1669. In technology he does research for PC Hardware. Yes there are other guys charged with servers, computer services, yada, yada, yada. Ask him what is his "evidence" of buildup in inventory just to break the ice.
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