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Technology Stocks : Compaq

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To: S.C. Barnard who wrote (22855)3/21/1998 2:16:00 PM
From: robbie  Read Replies (1) of 97611
 
scba, there has been a barrage of bad news, bad press, bad opinions,
and now I hear the PCs are too fast. Pretty soon we'll have an article proclaiming that the slide rule is preferred 3 to 1 by consumers. Nothing good has come out in weeks. When the tide starts to turn see how irritated the shorts get. Coming soon: 1.)Explanation of roadmap for CPQ/Tandem/DEC, which will remove much doubt, 2.) massive layoffs and fat-cutting at DEC with large one-time writeoff, which will be in the past one minute after it is announced and will make future quarters look very good, 3.) Annual shareholder's meeting April 23 with much more explanation of future prospects and roadmap, 4.)Ongoing monitoring and explanation of the fixing of the inventory problem, and MAYBE 5.)Earnings surprise to the upside. These factors will drive the stock price up here, magnified by 6.)Massive short covering. The shorts will be, let me rephrase my prior prediction, ahhh, running home, closing the blinds and hiding under the bed.

Robbie
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