Compaq Message Board - Msg: 3670389

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Technology Stocks : Compaq

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To: ed who wrote (21350)	3/11/1998 9:02:00 AM
From: Windseye	Read Replies (1) of 97611

Ed, SOunds like you have the "bell" curve imposed on top of CPQ's current price fluxuations, with the mean about 25 and standard deviation of 3? I agree... When you say we will have no warning about a move up, are you saying absolutely no signals available, or that they will be hard to detect? Will any brokerage houses change ratings in advance? Do you think we'll get some unconfirmed rumors sneaking in through unlikely windows? Aside from major market shifts I don't see anything affecting sales for the next two quarters other than the knowns, like cleaning up ODM model, good plabs announced for merging DEC, some boost from Win98 sales, continued penetration of the cheapy PCs and "commodity" servers. Anything else to consider here? Doug

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