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Technology Stocks : Compaq

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To: Venkie who wrote (18262)2/26/1998 6:51:00 PM
From: John Koligman  Read Replies (4) of 97611
 
Thread - Some of the long term posters on the Dell thread have been predicting inventory problems at CPQ for some time now, so you might want to at least read this post for further info...

Message 3542042

John

PS - I would like to add that this particular poster's analysis of CPQ vs Dell's business has been quite accurate so far, he also predicted that CPQ's stock price would begin to diverge from Dell's back in the late fall...
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