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Technology Stocks : Compaq
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To: Eddie Kim who wrote (26059)5/12/1998 10:29:00 AM
From: William Hunt  Read Replies (1) of 97611
 
EDDIE --- Do not like the black either ---maybe it is the good guys wear white syndrome . The reason I am concerned is that if CPQ management does not talk then they do not have any positive facts to discuss . EDDIE have you notice all the positive information on HWP the last two weeks --- this bothers me in the sense CPQ has had enough time to start seeing the effect of BTO and whether the inventory issue is going to make the JUNE 15 date that EP had stated earlier . Your thoughts are appreciated

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