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Technology Stocks : Compaq

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To: Roads End who wrote (25737)5/7/1998 1:59:00 PM
From: KBP  Read Replies (2) of 97611
 
Jim and Riechers,
Please short some more CPQ. I'm going to enjoy squashing you guys. I'm telling anyone who cares to listen this combined company is going to be miles ahead of Dell once Dell wakes up and figures out they have no service arm. By then it will be too late. CPQ bought DEC for one major reason - Services capability. You dont hear any of the layoffs affecting their 20K person services arm. $40 will be a bug on the windshield by the end of the 3rd quarter once all of this fleshes out.

kbp
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