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Technology Stocks : Compaq

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To: Windseye who wrote (24715)4/22/1998 11:52:00 AM
From: William Hunt  Read Replies (1) of 97611
 
WINSEYE ---The sharehoders meeting will be interesting for the following reasons :
1) inventory management will definitely be discussed ---this has nothing to with the DEC merger --- also INTC statement about seeing the light at the end of the tunnel yesterday had to be made with CPQ in mind .
2) Statement should be made tomorrow on the shareholder vote to aquire DEC - I know it should be a given but one more step on the path .
3) If INTEL can make positive statements on the PC market CPQ should be able to see thru the tunnel since they happen to be INTEL largest customer --- this might just happen to have a positive impact on the stock also ?

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