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Technology Stocks : Compaq
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To: Eddie Kim who wrote (25244)4/30/1998 8:48:00 AM
From: John F. Dowd  Read Replies (1) of 97611
 
Dear Eddie: Their acquisitions have been brilliant. They bought Tandem which put them squarely in the heart of what is going on in e commerce today- non stop fault tolerant computing. They bought DEC and projected themselves into a vast number of corporate enterprises over night all over the globe. Therefore you are correct in urging all to take a long term view of this company. It is going to out IBM - IBM. They did the sensible thing they overbuilt so they unloaded. Business doesn't always go the way the analysts would like it to go. They have great products great service and they have all the bases covered. They are also an internet stock when you consider that Digitals Alta Vista is the driving force behind Yahoo.

JFD
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