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Technology Stocks : Compaq
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To: Night Writer who wrote (25269)4/30/1998 12:15:00 PM
From: William Hunt  Read Replies (1) of 97611
 
NW --- The reason for talking about both is that you cannot manage one well without doing the other equally well .
I have a tendency to agree with RUDEDOG that CPQ will not turn upwards until the end of MAY due to the following :
1) inventory targets met and BTO in action
2) CPQ PII sales will show some upward movement ( make a profit in the second qtr such as RUDEDOG said of about .07 )
3) Put some credibilty back in CPQ management to show that they can handle CPQ much less DEC ---WALL STREET is not buying CPQ stock because of two qtrs of no profit at CPQ

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