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Technology Stocks : Compaq

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To: M CAHILL who wrote (20384)3/7/1998 4:40:00 PM
From: Zhivago  Read Replies (2) of 97611
 
I think CPQ stays in a range of 21-25 until earnings are actually announced. I think management is savvy enough to have some small positive, so after earnings moves past 25 towards 30.

Adaptec got nailed almost exactly in this way about a month ago.and followed this pattern.

What I worry more about is Dell. It always seems that the one guilty by association receives the harsher punishment.

Joe
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