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Technology Stocks : Compaq
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To: Dulane U. Ponder who wrote (19402)3/4/1998 8:52:00 PM
From: Intel Trader  Read Replies (2) of 97611
 
Somebody please tell me if I'm all wet or not with this: The street tends to abuse/rape Intel badly whenever there is a 'crisis' -- unlike others. While established companies shake things off, Intel tends to be a bit overdone and takes a while to recover. Yes, we will see an Intel raping, but I don't see other companies sharing Intel's pain as deeply or as long. Further, CPQ hasn't had the near parabolic rise as Dell has had.

As far as I'm concerned, Compaq's fundamentals haven't changed over the last week.
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