Compaq Message Board - Msg: 3778753

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Technology Stocks : Compaq

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To: Hugh W. who wrote (22675)	3/20/1998 10:11:00 AM
From: van wang	Read Replies (2) of 97611

IBM cut prices across the board included PCs with the Pentium II...first, 20% reduction on box is more than 20% on the pentium II chip...second, its a competitive mkt place and all box makers know they cant keep the reduction on Pentium II chips...the force has been unleashed...everyone is going to get hurt...good luck Hugh and all longs CPQ not looking good on triple witching day...we could see CPQ dip below 23...if anyone thinks its a "screaming buy" then they should buy the post on component brands is interesting...maybe when the nasdaq corrects the place to botton fish is the disk drive manufacturers like WDC, SEG or Quantum...I will think about this later

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