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Technology Stocks : Compaq
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To: James Yu who wrote (25894)5/8/1998 4:30:00 PM
From: hitesh puri   of 97611
 
CPQ has a different situation compared to DELL. But tide is turning and Big Boys know where the value is. They do need good news to support their decisions but see what happens in 2H 1998 after DEC deal closes and the CPQ management can speak freely.

-hitesh
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