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Technology Stocks : Compaq
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To: James F. Hopkins who wrote (20080)3/6/1998 7:23:00 PM
From: WTSherman  Read Replies (1) of 97611
 
<<With the ALPHA CHIP and compaq's marketing skill it will make
CPQ a serious contend>> You must know more than CPQ's management does. They've been pretty lukewarm in their support of Alpha so far.

In a bigger sense, I think that the 12 months could be very damaging to CPQ's fortunes. The PC market will clearly go into a major price war, here in the U.S. Meanwhile, CPQ is picking up a significant mess in DEC that will divert management from the other challenges they have.

Overall, this is a very risky stock...
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