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Technology Stocks : Compaq
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To: Dulane U. Ponder who wrote (19381)3/4/1998 7:01:00 PM
From: Elwood P. Dowd  Read Replies (1) of 97611
 
Du...Cowen's hot-shot tech analyst, Drew Peck, said earlier on CNBC that the box makers will get grilled by the analysts tomorrow in an effort to rout out the OEMs that were accused as responsible for INTC's shortfall. IMHO, If CPQ gets charged, again, with cancelling orders, somebody at headquarters had better be ready to step up to the plate and say "yeah, but we ordered twice as many from AMD," or we could be in deep trouble. S
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