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Technology Stocks : Compaq

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To: Mike Gordon who wrote (20662)3/8/1998 12:04:00 PM
From: Larry J.  Read Replies (2) of 97611
 
Mike,

I agree, in as much as Mason has already stated that DEC's business is bad. The only question remaining is if this is already reflected in the "new share price" come Monday, or whether another 10% will be lopped off when the message comes in the form of a press release.

I've completely shifted my strategy with respect to my CPQ position as an exit strategy at least until the dust settles. (as oppossed to adding shares on weakness).

Larry
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