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Technology Stocks : Compaq

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To: Merlo who wrote (25456)5/3/1998 9:34:00 PM
From: Night Writer  Read Replies (2) of 97611
 
Merlo,
Having recently suffered a crash by a bug or unstable Win 95 operating system . I have to agree on Win 98. I also think people will continue to buy computers.

What may happen is that Wall Street may decide this is a problem. The street is nervous because the general market is so high, and thus it may over react to any apparent bad news at this point.

Look at the reaction to a WSJ article about interest rates last Monday. Financial stocks got hit real bad if I recall correctly. It appears this memo has been widely circulated to analysts. It might have some effect on tech stocks. Compaq is mentioned in the article. I hope this does not happen. We are just beginning to make a come back at this point.
NW
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